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Schwab Advisor Services, a division of Charles Schwab & Co., Inc., is a leading provider of custodial, operational, and trading support for independent Registered Investment Advisors (RIAs). They offer a comprehensive platform with advanced technology, extensive research, and practice management solutions designed to help RIAs build, grow, and manage their businesses efficiently and serve their clients effectively. With a long-standing commitment to the independent advisory model, Schwab Advisor Services supports thousands of advisory firms across the United States, championing their needs and fostering their success.
Serves as the central hub for corporate strategy, executive leadership, technology development, operations, and overall business management for The Charles Schwab Corporation, including Schwab Advisor Services.
The Westlake campus is a modern, expansive facility spanning over 70 acres, featuring multiple buildings with state-of-the-art technology, extensive employee amenities, and environmentally conscious design. It's built to foster collaboration and innovation.
Charles Schwab fosters a client-first culture emphasizing service, innovation, integrity, and teamwork. The Westlake campus supports this with open office spaces, collaborative zones, and amenities aimed at enhancing employee well-being and productivity.
The relocation to Westlake from San Francisco in 2021 signified a major strategic move, positioning the company in a business-friendly state with a large talent pool and a central U.S. location to better serve clients nationwide.
Schwab Advisor Services primarily serves U.S.-based Registered Investment Advisors (RIAs). However, The Charles Schwab Corporation has an international presence, serving clients in the UK and other countries through entities like Charles Schwab, U.K., Limited. While the core infrastructure for Advisor Services is U.S.-based, they support RIAs who may have international clients, subject to regulatory compliance. Global functions at the corporate level include international brokerage, global research, and services for U.S. expatriates and foreign nationals investing in U.S. markets.
3000 Schwab Way
Westlake
Texas
USA
Address: 211 Main Street, San Francisco, CA 94105, USA
Serves as a key center for West Coast operations, innovation initiatives, technology development, and client-facing support roles.
Address: 2423 E Lincoln Dr, Phoenix, AZ 85016, USA (one of several Phoenix locations)
Provides robust operational support and client service capabilities for advisors nationwide, benefiting from the region's infrastructure and talent.
Address: 1958 Summit Park Dr, Orlando, FL 32810, USA
Strengthens Schwab's service capabilities in the Southeast, offering localized expertise and operational support for advisory firms in the region.
Address: 150 S Wacker Dr, Chicago, IL 60606, USA
Supports Schwab's extensive network of advisors in the Midwest, providing regional expertise and access to Schwab's comprehensive services.
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As of April 2025, Schwab Advisor Services' leadership includes:
Schwab Advisor Services has been backed by several prominent investors over the years, including:
The primary executive change impacting Schwab Advisor Services in the last 12-18 months was the retirement of Bernie Clark, the long-time head of the division. The existing leadership team, including Jon Beatty as COO, has seamlessly continued leading the business unit. The broader Charles Schwab executive team has remained stable.
Discover the tools Schwab Advisor Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Charles Schwab Corporation, the parent company of Schwab Advisor Services, generally utilizes a consistent email format for its employees. The most prevalent structure is firstname.lastname@schwab.com. While minor variations or aliases might exist for specific roles or legacy systems, this is the primary pattern.
first.last@schwab.com
Format
john.doe@schwab.com
Example
90%
Success rate
businesswire.com • May 14, 2024
The 18th annual RIA Benchmarking Study from Schwab Advisor Services highlights that RIAs are focusing on organic growth, client acquisition, and talent development. Top-performing firms distinguish themselves through strategic planning and effective technology adoption to navigate current economic conditions....more
PR Newswire • February 27, 2024
Schwab Advisor Services announced significant improvements to its digital account opening tool, aiming to streamline the client onboarding process for RIAs. These enhancements are designed to reduce manual tasks and improve overall efficiency for advisory firms....more
InvestmentNews • May 29, 2024
Charles Schwab finalized the last major client transition group from TD Ameritrade over Memorial Day weekend 2024, a critical milestone in the multi-year integration. This significantly impacts Schwab Advisor Services as former TD Ameritrade Institutional clients are now fully integrated onto the Schwab platform....more
Financial Advisor Magazine (fa-mag.com) • June 3, 2024
A recent study by Schwab Advisor Services indicates a growing adoption of Artificial Intelligence (AI) among Registered Investment Advisors. The study suggests RIAs are increasingly exploring AI tools for tasks like process automation, data analysis, and enhancing client communication, though strategic implementation remains key....more
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