Charles Schwab & Co., Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 5393
- SEC number
- 801-29938
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
- Phone
- 415-667-7000
- Address
- 425 Market Street, San Francisco, CA, 94105
Advisors at this firm
17,048 in our index · page 20 of 341
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Chad Richard BirchCRD 6316669 · Phoenix, AZBroker
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Katherine Eleanor BirdCRD 2598512 · Phoenix, AZBrokerDisclosure event(s) on record
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Alec M BirkholdCRD 6830901 · Chicago, ILIA RegisteredBroker
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Susan S BisharaCRD 5824960 · Phoenix, AZIA RegisteredBroker
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David Russell BishopCRD 6964472 · El Paso, TXBrokerDisclosure event(s) on record
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Mark Bennett BishopCRD 5239035 · Omaha, NEBroker
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Whitney Marie BissellCRD 6228210 · Orlando, FLBroker
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John Lee BittingCRD 6336720 · Orlando, FLIA RegisteredBroker
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Bijou L BlabouCRD 3215377 · Omaha, NEBroker
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Andrew T BlackCRD 2978200 · Portsmouth, NHIA RegisteredBroker
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Gregory Scott BlackCRD 2693375 · Orlando, FLIA RegisteredBroker
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Kohler G BlackCRD 6853233 · Pleasant Grove, UTIA RegisteredBroker
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Lynn Marie BlackCRD 5114250 · Phoenix, AZBroker
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Ryan A BlackCRD 6729130 · O'fallon, MOIA RegisteredBroker
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Sam BlackCRD 4520011 · Corte Madera, CAIA RegisteredBrokerDisclosure event(s) on record
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Tanya Gay BlackCRD 4262977 · Orlando, FLIA RegisteredBroker
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Jacob Matthew BlackburnCRD 7131046 · Boulder, COIA RegisteredBroker
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Preston B BlackmanCRD 2394666 · New York City, NYIA RegisteredBroker
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Jason BlackmorCRD 6910418 · Westlake, TXBroker
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Marlaina Antoinettee BlackshearCRD 5852701 · Westlake, TXBroker
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William Lee BlackwellCRD 6622803 · Lone Tree, COIA RegisteredBroker
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Andrew Francis BladtCRD 7308264 · Houston, TXIA RegisteredBroker
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James P BlaineCRD 5738654 · Phoenix, AZIA RegisteredBroker
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Derek BlairCRD 7455320 · Charlottesville, VAIA RegisteredBroker
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Kevon Brian BlairCRD 6343745 · Orlando, FLBroker
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Breyn Linn BlakelyCRD 5281678 · Omaha, NEBroker
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Daniel John BlanchflowerCRD 6414261 · Fort Worth, TXIA RegisteredBroker
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Rafael BlancoCRD 4224618 · Phoenix, AZIA RegisteredBroker
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Nicholas Jay BlandfordCRD 7073746 · Westlake, TXBroker
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Paul Edward BlaneyCRD 4183955 · Middleton, WIIA RegisteredBroker
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Martha Armentia BlankenshipCRD 7376481 · El Paso, TXBroker
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Christopher Scott BlasoneCRD 4649947 · Chicago, ILBroker
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Jordan Patrick BlaylockCRD 6589531 · Lone Tree, COIA RegisteredBroker
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Brock Justin BlechaCRD 5107567 · Omaha, NEBroker
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Nicholas James BlencoweCRD 6742019 · Los Angeles, CAIA RegisteredBroker
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Ryan F BlinkhornCRD 7199387 · Phoenix, AZIA RegisteredBroker
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Aaron David BlissCRD 4871401 · Omaha, NEBroker
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Daniel Richard BlissCRD 5147261 · Omaha, NEBroker
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Tamra Natasha BlockCRD 2939590 · Lone Tree, COBroker
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Christopher Carl BlohmCRD 3095046 · Orlando, FLIA RegisteredBroker
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Autumn Ann BlondellCRD 4993394 · Phoenix, AZBroker
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Jamie Michael BloomCRD 3060171 · Westlake, TXIA RegisteredBroker
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Barry Robin BlueCRD 6857144 · Lone Tree, COBroker
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Christopher August BlueCRD 5427879 · Omaha, NEIA RegisteredBroker
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Tamara Y BlueCRD 3068917 · Los Gatos, CAIA RegisteredBrokerDisclosure event(s) on record
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Jason Harris BlumCRD 3204008 · Scottsdale, AZIA RegisteredBroker
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Jeffrey Todd BlumenthalCRD 2706385 · Chicago, ILIA RegisteredBroker
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Robert Lee BluntCRD 1467149 · Oxnard, CAIA RegisteredBroker
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Elias Hunter BochekCRD 5158714 · Omaha, NEBroker
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Shannon Nicole BockCRD 6840133 · Lone Tree, COBroker
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 5393 ↗
FINRA BrokerCheck record for firm CRD 5393 ↗
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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.