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 21 - 30 of 643 top financial advisors.
21
James L. Antompietri
CRD#: 6576078
Phoenix, AZ 85016

James Antompietri (CRD# 6576078) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

22
Kelly K. Arakaki
CRD#: 2322134
Phoenix, AZ 85016

Kelly Arakaki (CRD# 2322134) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.

23
Debra D. Armenta
CRD#: 2966636
Phoenix, AZ 85016

Debra Armenta (CRD# 2966636) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 21 years of experience in the finance industry.

24
Michael E. Armistead
CRD#: 5842629
Orlando, FL 32810

Michael Armistead (CRD# 5842629) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.

25
Robert A. Armour
CRD#: 6088955
Phoenix, AZ 85044

Robert Armour (CRD# 6088955) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.

26
David D. Arvizu
CRD#: 4619338
Phoenix, AZ 85044

David Arvizu (CRD# 4619338) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry. David Arvizu 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.

27
Kayla L. Atkins
CRD#: 5833530
Orlando, FL 32810

Kayla Atkins (CRD# 5833530) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.

28
Amanda A. Atun
CRD#: 5593827
Orlando, FL 32810

Amanda Atun (CRD# 5593827) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.

29
David M. Auer
CRD#: 6403743
Indianapolis, IN 46240

David Auer (CRD# 6403743) 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.

30
Zachary M. Aumage
CRD#: 5729506
Indianapolis, IN 46240

Zachary Aumage (CRD# 5729506) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry.

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