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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 877-519-1403 or use our Branch Locator.

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 20 years of experience. Many hold a professional designation such as CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, or Certified Public Accountant.
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  • 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.

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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.
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Make solid investment decisions by reviewing important details.

  • Schwab Advisor Network
  • Minimum Investment
  • Schwab Advisor Network

    $500,000
  • Fees
  • Schwab Advisor Network

    • No fee for advisor referral
    • Asset-based fees vary by advisor1

Questions? We're ready to help.