Charles Schwab Investment Advisory, Inc.

Charles Schwab Investment Advisory, Inc. (CRD# 151739) is a financial advisory firm headquartered in San Francisco, CA. They manage $31,200,000,000 in 244,236 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31,200
    MILLION
  • Total Number of Accounts
    244,236
    ACCOUNTS
  • Average Account Value
    $127,745
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Charles Schwab Investment Advisory, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Brett J. Bennett
CRD#: 2850231
9825 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Brett Bennett (CRD# 2850231) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Lone Tree, CO and has over 21 years of experience in the finance industry.

2
Anna C. Honda
CRD#: 2719658
211 Main Street, Sf211mn-05-155, San Francisco, CA 94105
96
Wealthminder
score

Anna Honda (CRD# 2719658) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.

3
Michael J. Iachini
CRD#: 4906828
211 Main Street, Sf211mn-05-451, San Francisco, CA 94105
96
Wealthminder
score

Michael Iachini (CRD# 4906828) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.

4
David P. Kastner
CRD#: 2321752
211 Main Street, Sf211mn-05-451, San Francisco, CA 94105
96
Wealthminder
score

David Kastner (CRD# 2321752) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.

5
Brian T. Luedtke
CRD#: 4034467
9825 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Brian Luedtke (CRD# 4034467) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Lone Tree, CO and has over 18 years of experience in the finance industry.

6
Patrick C. Murphy
CRD#: 5504210
211 Main Street, Sf211mn-05-451, San Francisco, CA 94105
96
Wealthminder
score

Patrick Murphy (CRD# 5504210) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 9 years of experience in the finance industry.

7
Mathew T. Petty
CRD#: 5189080
211 Main Street, Sf211mn-05-451, San Francisco, CA 94105
96
Wealthminder
score

Mathew Petty (CRD# 5189080) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.

8
William C. Swerbenski
CRD#: 2512831
211 Main Street, Sf211mn-05-451, San Francisco, CA 94105
96
Wealthminder
score

William Swerbenski (CRD# 2512831) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

9
Robert V. Hurst
CRD#: 2013168
8332 Woodfield Crossing Blvd., Indianapolis, IN 46240
93
Wealthminder
score

Robert Hurst (CRD# 2013168) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Indianapolis, IN and has over 14 years of experience in the finance industry.

10
Kasey T. McCurdy
CRD#: 5955608
9800 Schwab Way, Lone Tree, CO 80124
93
Wealthminder
score

Kasey McCurdy (CRD# 5955608) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Lone Tree, CO and has over 6 years of experience in the finance industry.

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