RIA Intel›Advisers›California›SCHWAB WEALTH ADVISORY, INC.

SCHWAB WEALTH ADVISORY, INC.

Advisory

N·SAN FRANCISCO, CA

Data as of May 18, 2026 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

0.0%

3-Year CAGR

+8.1%

Employees

1,375

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees1,375

Investment Advisers1,457

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record50

First FilingSep 30, 2011

Latest FilingMay 18, 2026

🔒 Full AUM trend chart and 50 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SCHWAB WEALTH ADVISORY, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.