A complete list of active advisors currently associated with Schwab Wealth Advisory
Warmer can help you find a great advisor at Schwab Wealth Advisory or one who fits your needs even better.
Schwab Wealth Advisory, Inc. (SWAI) provides non‑discretionary, periodic investment advice and wealth‑management education to clients enrolled in Charles Schwab–sponsored programs (Schwab Wealth Advisory™, Schwab Managed Account Services™, and Schwab Managed Portfolios™) and supports trade execution, custody, and financial planning access through those programs. SWAI does not enter into advisory agreements directly with SWA clients and does not receive compensation directly from those clients. The firm’s advice is centered on asset allocation, diversification, and client risk tolerance and is delivered through Schwab’s standard asset‑allocation models, guidance approved by an internal committee, and tools such as Schwab Equity Ratings®. SWAI Representatives provide periodic (at least annual) reviews and may recommend separately managed accounts run by affiliated or unaffiliated money managers, but SWAI does not exercise discretionary trading authority in client accounts. Compared with many enterprise advisers, SWAI’s operating model and affiliations are distinctive: it is compensated indirectly by its broker‑dealer affiliate (Schwab pays SWAI a fee equal to SWAI’s costs plus 10%) rather than by charging percentage‑of‑AUM fees directly, and it sits within a group that includes a futures commission merchant, trust/pension services, and a banking affiliate. SWAI also serves a program of substantial scale (approximately $218.2 billion enrolled in the SWA Program as of December 31, 2025) while its representatives act in dual capacities as registered broker‑dealer representatives to access Schwab systems.
To learn more about the advisors currently working at Schwab Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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