Schwab Advisor Services Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Schwab Advisor Services's estimated annual revenue is currently $83.7M per year.(i)
  • Schwab Advisor Services's estimated revenue per employee is $262,500

Employee Data

  • Schwab Advisor Services has 319 Employees.(i)
  • Schwab Advisor Services grew their employee count by 9% last year.

Schwab Advisor Services's People

NameTitleEmail/Phone
1
VP, Sales & Relationship Management, Retirement Business ServicesReveal Email/Phone
2
Trust OfficerReveal Email/Phone
3
Director, Strategic Planning & AnalyticsReveal Email/Phone
4
Managing Director and Portfolio ManagerReveal Email/Phone
5
Managing Director, Service and Digital ExperienceReveal Email/Phone
6
Managing DirectorReveal Email/Phone
7
Managing DirectorReveal Email/Phone
8
Managing DirectorReveal Email/Phone
9
Director, Product Offer Development and StrategyReveal Email/Phone
10
Director, Business Consulting & Education (Technology Consulting)Reveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17990M35882N/AN/A$180.6B
#2
$1891M6432N/AN/AN/A
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What Is Schwab Advisor Services?

At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With 30 years of experience serving over 7500 independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the heightened level of support you need to take control of your destiny—and create the firm you want.\n\nYou can count on our custodial services and unmatched industry expertise to help propel you forward with:\n\n • A foundation that frees you to focus on your clients\n • Solutions and strategic guidance to help you grow your business\n • Personalized and powerful insights \n\nWe know you’re more than an advisor—you’re an entrepreneur—and we share that independent spirit. Step into your future at advisorservices.schwab.com.\n\nSchwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.\n \n* (1215-ARF6)

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Total Funding

319

Number of Employees

$83.7M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Schwab Advisor Services News

2022-04-20 - Schwab Integrates With Salesforce Financial Services Cloud

The new app will replace the existing Schwab app but continue to support advisors using the older Salesforce Sales Cloud CRM. Schwab Advisor...

2022-04-20 - Schwab Stepping Up Lending Services, Sees it as Growth Area

Lending services for retail investors and registered investment advisor firms is a target growth area for Charles Schwab, company executives...

2022-04-19 - Schwab Advisor Services Announces Platform Integration ...

“This integration with Schwab supercharges the purpose-built functionality of the Financial Services Cloud for independent advisory firms and...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$107.7M3192%N/A
#2
$57.8M3196%N/A
#3
$53M32122%$274.3M
#4
$108.3M321-1%N/A
#5
$100.3M3212%$353.5M