SCHWAB WEALTH ADVISORY, INC.
San Francisco, United States · CRD 159035
SEC-registered investment adviser since 2011 · corporation. It files no 13F, so there are no holdings to show.
- Form ADV · 2026-06-29SEC adviser record
- Others nearbySan Francisco, CA, Roanoke, TX, Phoenix, AZ, Lone Tree, CO, Orlando, FL, Indianapolis, IN
- FamilyCHARLES SCHWAB & CO., INC. · 2 related pages · largest: CHARLES SCHWAB & CO., INC.
As an employer
- Staff (Form ADV)1,457 · 1,375 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| San Francisco, CA (main office)United States | |
| Phoenix, AZ2 officesUnited States | 255 |
| Lone Tree, COUnited States | 249 |
| Orlando, FL2 officesUnited States | 222 |
| Indianapolis, INUnited States | 165 |
| Westlake, TXUnited States | 132 |
| Atlanta, GAUnited States | 38 |
| Chicago, ILUnited States | 23 |
| Tysons Corner, VAUnited States | 19 |
| Richfield, OHUnited States | 16 |
| Radnor, PAUnited States | 14 |
| Boston, MAUnited States | 13 |
12 more cities
| Jersey City, NJUnited States | 13 |
| St Louis, MOUnited States | 13 |
| Bellevue, WAUnited States | 12 |
| Irvine, CAUnited States | 12 |
| Minneapolis, MNUnited States | 12 |
| Austin, TXUnited States | 11 |
| Los Angeles, CAUnited States | 11 |
| San Diego, CAUnited States | 11 |
| Omaha, NEUnited States | 8 |
| New York, NYUnited States | 7 |
| Tampa, FLUnited States | 3 |
| Seattle, WAUnited States | 2 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.