ria
Schwab Wealth Advisory
SAN FRANCISCO, CA
CRD: 159035
In PWD coverage since August 14, 2026 · 2 stories
Regulatory AUMSEC Form ADV · Aug 21
1,457EmployeesForm ADV
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Departures
None tracked.
Deal recordFull tracker →
May 13, 26Deal announcedSchwab
PWD coverage
practice
Schwab's branch push turns custodian into competitor
Four quiet pilot branches 'caught fire,' and now Schwab plans 30 Schwab Wealth Advisory offices by 2027—on the same street corners as the 16,000 RIAs whose $5.2 trillion it holds in custody.