Businessman talking to businessman at a table

Schwab Advisor Network

Welcome to Schwab Advisor Network®, a comprehensive local approach to helping you manage your wealth.

Contact us to discuss your wealth management needs. Call 877-656-8749 or use our Branch Locator.

Find a Branch

Access to experienced advisors

The Schwab Advisor Network includes select, prescreened independent advisory firms with offices local to you. 

  • All advisors are prescreened on criteria such as investment management experience, amount of assets managed, and professional education.
  • Advisors have an average of 12 years of experience. Many hold a professional designation such as CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, or Certified Public Accountant.
Businessman and woman sitting at a small table near windows

  • Expertise across a broad range of specialties

    Advisors can provide expert guidance in investment management, financial planning, insurance, tax strategies, and estate planning, depending on your specialized needs.

A customized referral

  • We'll talk with you about your needs and preferences before making a referral.
  • We'll identify advisors who have the specialized expertise, investment management philosophy, and personal rapport that are right for you.
Aerial view of three people at a table reviewing documents and drinking coffee

Comprehensive, personalized management

  • Your advisor can manage some or all of your investments.
  • Your advisor develops, implements, and handles day-to-day management of a customized plan that includes your total financial picture, not just your investments.
  • Your advisor can work with other professionals, such as your lawyer or accountant, to help coordinate your overall financial situation, or he or she may have in-house expertise to address your tax and estate needs.
Man leaning on table

Make solid investment decisions by reviewing important details.

  • Schwab Advisor Network
  • Minimum Investment
  • Schwab Advisor Network
  • Fees
  • Schwab Advisor Network
    • No fee for advisor referral
    • Asset-based fees vary by advisor1

Looking for help? Let’s start a conversation.

Tell us about yourself so we can help connect you to the support you need. Just answer a few questions and we’ll reach out by email or phone.

Questions? We're ready to help.