What departments does Schwab Advisor Services have?

Schwab Advisor Services has employees across 5 departments including Support, Customer Success, Program & Project Management, Solutions Engineering, Consultant.

What is the largest department at Schwab Advisor Services?

The largest department at Schwab Advisor Services is Customer Success with 4 employees.

Where are Schwab Advisor Services employees located globally?

Schwab Advisor Services has employees across 4 continents and 5 countries including Mali, India, Sweden, Switzerland, United States Of America.

How has Schwab Advisor Services's team size changed over time?

Schwab Advisor Services's team has decreased from approximately 286 to 177 employees based on available data.

Schwab Advisor Services Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

Charles Schwab & Co operates Schwab Advisor Services, a financial services unit that provides custody and trading along with technology-driven wealth-management support to independent investment advisors. It supports more than 15,000 independent advisory firms and offers business consulting and education programs to help them grow on their terms. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab; Schwab Advisor Services serves as custodian and provider of support to these firms and to Charles Schwab Investment Management, Inc.

The company is headquartered in Westlake, Texas, after relocating its corporate headquarters from San Francisco in 2019. In December 2025, Schwab announced enhancements to its trading platform, including updates to Schwab.com, Schwab Mobile, and thinkorswim.

Schwab Advisor Services Global Highlights

North America
220

United States Of America
220

Europe
2

Sweden
1
Switzerland
1

Africa
1

Mali
1

Asia
1

India
1

Schwab Advisor Services's Leadership

J. T.
Managing Director
Mobile Phone
Email
C. C.
Managing Director
Mobile Phone
Email
C. B.
Director
Mobile Phone
Email
J. B.
Managing Director
Mobile Phone
Email
K. R.
Director - Advisor Platform Support
Mobile Phone
Email
D. P.
Relationship Manager
Mobile Phone
Email
I. U.
Senior Manager, Advisor Services Uhnw
Mobile Phone
Email
J. K.
Relationship Manager
Mobile Phone
Email

Schwab Advisor Services Employee Metrics

100%

50%

0%

2026

2025

Finance
Consultant
Engineering
Business Development
Information Technology
Other
Analytics
Marketing
Research
Banking
Sales

Contact profiles from Schwab Advisor Services

Name

Title

Contact Info

Location

Last Update

J. T.
Managing Director
Mobile Phone
Email
Oct 23, 2025
C. C.
Managing Director
Mobile Phone
Email
Jun 25, 2026
C. B.
Director
Mobile Phone
Email
May 31, 2026
J. B.
Managing Director
Mobile Phone
Email
Jun 24, 2026
K. R.
Director - Advisor Platform Support
Mobile Phone
Email
Oct 24, 2025
D. P.
Relationship Manager
Mobile Phone
Email
Jun 28, 2026
I. U.
Senior Manager, Advisor Services Uhnw
Mobile Phone
Email
Jun 25, 2026
J. K.
Relationship Manager
Mobile Phone
Email
Jun 27, 2026
K. H.
Relationship Manager
Mobile Phone
Email
Jun 28, 2026
L. P.
Senior Portfolio Manager
Mobile Phone
Email
Jun 01, 2026

Frequently Asked Questions

What is Schwab Advisor Services known for?

Schwab Advisor Services operates in the Financial Services industry. Explore Schwab Advisor Services's company overview page for more information.

What is Schwab Advisor Services's most common email format?

Schwab Advisor Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schwab Advisor Services email formats with LeadIQ.

How many employees does Schwab Advisor Services have currently?

Schwab Advisor Services has approximately 312 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Schwab Advisor Services's key employees and leadership?

As of July 2026, Schwab Advisor Services's key employees include:

Managing Director: J. T.
Managing Director: C. C.
Director: C. B.
Managing Director: J. B.
Director - Advisor Platform Support: K. R.

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Schwab Advisor Services Employee Directory

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