Tysons Corner, VA 1650 Tysons Blvd Suite 150 & 180 Office

Team
Updated today

Schwab Wealth Advisory

Enterprise

Firm-wide stats for Schwab Wealth Advisory

Total advisors

1,788

Across 169 offices

Clients per advisor

94 High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain CS&Co.-referred clients, providing non‑discretionary fiduciary investment advice, financial planning, and point‑in‑time wealth management consultations. Its services include guidance on asset allocation and investment selection — including mutual funds, ETFs, SMAs, and alternative investments — while trades are executed only with client authorization.

The firm’s advice is driven by Charles Schwab & Co.’s standard asset‑allocation models and internal research tools (including Schwab Equity Ratings®), with at‑least‑annual reviews and recommendations tailored to each client’s stated goals and risk tolerance. SWAI does not exercise discretionary trading authority, does not monitor accounts continuously between reviews, and typically recommends separately managed accounts that are managed and traded by third‑party or affiliated money managers.

Noteworthy aspects of SWAI’s structure include that it is compensated by Charles Schwab & Co. rather than billing clients directly, and that it is affiliated with a registered futures merchant (Charles Schwab Futures and Forex LLC), an affiliation that is uncommon among large advisory firms. Its large scale — including over $218 billion enrolled in the SWA Program as disclosed — combined with dual‑registered SWAI Associates, frequent use of affiliated funds and platform arrangements, and formal compliance measures (including annual independent audits and supervisory programs) creates distinct conflict‑of‑interest considerations and operational practices compared with many peers.

Based on Schwab Wealth Advisory

Expertise

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting

Based on Schwab Wealth Advisory

Occupation focus

Retired

Based on Schwab Wealth Advisory

Location

1650 Tysons Blvd, Suite 150 & 180

Tysons Corner VA 22102-4856

Advisors at this office

17

Advisors at this office

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Sang D

CFP®, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Sang Du is a CFP®-certified financial advisor with nine years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Ryan Q

Series 66

Tyson Corner, VA

Schwab Wealth Advisory

Ryan Quinn is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Keeney Financial Group, Inc./Triad Advisors, LLC, and Federated Hermes. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with trades requiring client authorization and reviews conducted at least annually.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Kristin H

Series 63, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Kristin Hayes is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Francis B

Series 65

Tyson Corner, VA

Schwab Wealth Advisory

Francis Brown is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Schwab Wealth Advisory, he worked at Brown Advisory from 2022 to 2025 and at Key Private Bank from 2012 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm’s advice is guided by Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Megan H

Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Megan Hirsch is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 designation and has previously worked in education at several school districts and international schools. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with personalized recommendations reviewed at least annually.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Christopher B

CFP®, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Christopher Buckley is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Schwab in 2024. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab & Co.'s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Michelle A

CFP®, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Michelle Aquino is a CFP® professional with 12 years of industry experience. She currently works at Schwab Wealth Advisory and Charles Schwab, joining in 2024. Her previous roles include positions at Turning Point Financial and Team BeachBody. Additionally, she is active as an insurance agent. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Joshua P

CFP®, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Joshua Peerbolte is a CFP® with three years of industry experience currently serving at Schwab Wealth Advisory. He has worked at various Charles Schwab entities since 2023 and was previously involved with a small business venture, Peerbolte's Printables. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with guidance tailored to each client’s goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Cole B

CFP®, Series 63, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Cole Butkovsky is a CFP®-credentialed financial advisor with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with Stratford Steel LLC and Olympic Regional Development Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering at-least-annual reviews tailored to clients’ goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Harris R

CFP®, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Harris Rubin is a CFP® and holds the Series 66 designation, with 14 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., where he has worked since 2018. His prior experience includes roles at SunTrust Advisory Services, Wells Fargo Clearing, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations with at-least-annual reviews, executing trades only with client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Steven Z

Series 63, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Steven Zeigler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2023 and has been with Charles Schwab since 2018. Prior to joining Schwab, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with client-tailored recommendations and trades executed only with client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Evgeniya K

CFP®, Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Evgeniya Komarova is a CFP® and Series 66 professional with seven years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having previously worked at Bank of America and Merrill. Komarova is based in Tysons Corner, VA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm relies on Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Marilyn A

Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Marilyn Arians is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and held positions at POP! Promos and various organizations including Bernie Sanders For President and Healthcare 4 All Pennsylvania. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on standard asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and trades are executed only upon client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Malka A

Series 66

Tysons Corner, VA

Schwab Wealth Advisory

Malka Alzayani is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments, New York Life Insurance Company, and Bloomberg LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Kyle B

CFP®, Series 63, Series 65

Tyson Corner, VA

Schwab Wealth Advisory

Kyle Brady Lusk is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2024. His prior experience includes roles at Pruco Securities, LLC and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co. referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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