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 11 - 20 of 643 top financial advisors.
11
Carrie A. Allstatt
CRD#: 4044082
Indianapolis, IN 46240

Carrie Allstatt (CRD# 4044082) 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.

12
Gene H. Almy Jr
CRD#: 5888092
Lone Tree, CO 80124

Gene Almy Jr (CRD# 5888092) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 8 years of experience in the finance industry.

13
David L. Amstutz
CRD#: 6778139
Indianapolis, IN 46240

David Amstutz (CRD# 6778139) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.

14
Paul Analovitch
CRD#: 4025108
Lone Tree, CO 80124

Paul Analovitch (CRD# 4025108) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry. Paul Analovitch 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.

15
Marc R. Andersen
CRD#: 4156080
Lone Tree, CO 80124

Marc Andersen (CRD# 4156080) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry.

16
Gregory J. Anderson
CRD#: 5005731
Orlando, FL 32810

Gregory Anderson (CRD# 5005731) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 14 years of experience in the finance industry. Gregory Anderson 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.

17
Jake W. Anderson
CRD#: 5724360
Phoenix, AZ 85016

Jake Anderson (CRD# 5724360) 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.

18
Michelle L. Anderson
CRD#: 6407141
Lone Tree, CO 80124

Michelle Anderson (CRD# 6407141) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

19
Warren C. Anderson
CRD#: 3159152
Lone Tree, CO 80124

Warren Anderson (CRD# 3159152) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 20 years of experience in the finance industry.

20
Megan Andrews-Covell
CRD#: 2822246
Lone Tree, CO 80124

Megan Andrews-Covell (CRD# 2822246) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 23 years of experience in the finance industry.

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