Charles Schwab Investment Advisory, Inc.

Charles Schwab Investment Advisory, Inc. (CRD# 151739) is a financial advisory firm headquartered in San Francisco, CA. They manage $25,500,000,000 in 202,262 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25,500
    MILLION
  • Total Number of Accounts
    202,262
    ACCOUNTS
  • Average Account Value
    $126,074
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.

CA, CO, DE, IN

Financial Advisors at Charles Schwab Investment Advisory, Inc.
Showing 1 - 10 of 12 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 19 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 20 years of experience in the finance industry.

3
Michael J. Iachini
CRD#: 4906828
9601 East Panorama Circle, Englewood, CO 80112
96
Wealthminder
score

Michael Iachini (CRD# 4906828) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Englewood, CO and has over 11 years of experience in the finance industry.

4
David P. Kastner
CRD#: 2321752
9601 East Panorama Circle, Englewood, CO 80112
96
Wealthminder
score

David Kastner (CRD# 2321752) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Englewood, CO and has over 19 years of experience in the finance industry.

5
Patrick C. Murphy
CRD#: 5504210
9601 East Panorama Circle, Englewood, CO 80112
96
Wealthminder
score

Patrick Murphy (CRD# 5504210) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Englewood, CO and has over 8 years of experience in the finance industry.

6
Mathew T. Petty
CRD#: 5189080
9601 East Panorama Circle, Englewood, CO 80112
96
Wealthminder
score

Mathew Petty (CRD# 5189080) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Englewood, CO and has over 7 years of experience in the finance industry.

7
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 12 years of experience in the finance industry.

8
Kasey T. McCurdy
CRD#: 5955608
9800 Schwab Way, Lone Tree, CO 80124
90
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 5 years of experience in the finance industry.

9
Eva A. Xu
CRD#: 6117337
211 Main Street, Sf211mn-05-155, San Francisco, CA 94105
90
Wealthminder
score

Eva Xu (CRD# 6117337) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

10
Steven B. Young
CRD#: 1373066
9825 Schwab Way, Lone Tree, CO 80124
90
Wealthminder
score

Steven Young (CRD# 1373066) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Lone Tree, CO and has 1 year of experience in the finance industry.

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