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 20 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 21 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 12 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 20 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 9 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 8 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 13 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 6 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.