Schwab Private Client Investment Advisory Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Schwab Private Client Investment Advisory Inc
CRD #159035
SEC #801-72795
CIK #
AUM $91.1 BB (0% Disc, 100% US)
Employees646 (93% Investors, 98% Brokers)
Phone415-667-7000
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [Website]
Total AUM ($BB)
957657381902011201420172020
Related Firms State AUM ($BB)
Schwab Private Client Investment Advisory Inc
CA 91.1
Charles Schwab & Co Inc
CA 0.0
Comparable Firms State AUM ($BB)
TIAA-CREF Individual & Institutional Services LLC
NY 25.2
Morgan J P FSB
FL 20.0
Betterment LLC
NY 16.4
Thomaspartners Inc
MA 14.6
Voya Retirement Advisors LLC
CT 13.5
First Command Advisory Services
TX 13.5
Thrivent Investment Management Inc
MN 11.4
First Command Financial Planning Inc
TX 9.7
Personal Capital Advisors Corporation
CA 8.6
Evanson Asset Management LLC
CA 4.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com