Schwab Private Client Investment Advisory, Inc.

Schwab Private Client Investment Advisory, Inc. (CRD# 159035) is a financial advisory firm headquartered in San Francisco, CA. They manage $91,149,393,168 in 182,872 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91,149
    MILLION
  • Total Number of Accounts
    182,872
    ACCOUNTS
  • Average Account Value
    $498,433
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Schwab Private Client Investment Advisory, Inc.
Showing 1 - 10 of 644 top financial advisors.
1
Jason I. Abar
CRD#: 3077330
Lone Tree, CO 80124

Jason Abar (CRD# 3077330) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 15 years of experience in the finance industry. Jason Abar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael R. Abbott
CRD#: 2265858
Lone Tree, CO 80124

Michael Abbott (CRD# 2265858) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 25 years of experience in the finance industry. Michael Abbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ronald A. Abramson
CRD#: 2807419
Orlando, FL 32810

Ronald Abramson (CRD# 2807419) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 22 years of experience in the finance industry.

4
Julia S. Acer
CRD#: 5739535
Phoenix, AZ 85016

Julia Acer (CRD# 5739535) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.

5
James F. Albert
CRD#: 6109337
Lone Tree, CO 80124

James Albert (CRD# 6109337) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 6 years of experience in the finance industry.

6
David E. Albright
CRD#: 6233647
Lone Tree, CO 80124

David Albright (CRD# 6233647) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

7
Louis S. Alderton
CRD#: 3262184
Indianapolis, IN 46240

Louis Alderton (CRD# 3262184) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry.

8
Brian D. Alessandrini
CRD#: 4037621
Indianapolis, IN 46240

Brian Alessandrini (CRD# 4037621) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry.

9
Nicholas C. Alexander
CRD#: 6386877
Indianapolis, IN 46240

Nicholas Alexander (CRD# 6386877) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 4 years of experience in the finance industry.

10
Michael D. Allen
CRD#: 1998019
Orlando, FL 32810

Michael Allen (CRD# 1998019) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 28 years of experience in the finance industry.

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