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Charles Schwab

About Charles Schwab

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., provides custody, trading, and operational support services to independent registered investment advisors (RIAs) and financial advisors. It is dedicated to helping these advisors grow their practices by offering essential infrastructure and resources. As a pioneer in the RIA custody space, Schwab Advisor Services emphasizes ethical stewardship, client trust, and teamwork.

Min project size

50,000+

Hourly rate

50 / hr

Employees

33000

Locations

United States

Year founded

Founded 1973

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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