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.
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Access to experienced advisors
The Schwab Advisor Network includes approximately 200 prescreened independent advisory firms nationwide.
- 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.
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.
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.