Investment adviser · CRD 5393

CHARLES SCHWAB & CO., INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Sep 17, 2026

Employees
30,690
Reported in this filing
Advisory professionals
4,127
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 17, 2026. View historical filings

Reported services

Financial planning · Selection of other advisers

Compensation

Fixed

Principal office

425 MARKET STREET, 17TH FLOOR
SAN FRANCISCO, CA, 94105, United States

CRD 5393

Filing source

Form ADV 2132678 · Sep 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.