Schwab Private Client Investment Advisory, Inc.

Schwab Private Client Investment Advisory, Inc. (CRD# 159035) is a financial advisory firm headquartered in San Francisco, CA. They manage $67,823,192,358 in 155,246 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    67,823
    MILLION
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

Financial Advisors at Schwab Private Client Investment Advisory, Inc.
Showing 1 - 10 of 536 top financial advisors.
1
Jason I. Abar
CRD#: 3077330
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Jason Abar (CRD# 3077330) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 12 years of experience in the finance industry. Jason Abar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory J. Anderson
CRD#: 5005731
1991 Summit Park Drive, Orlando, FL 32810
96
Wealthminder
score

Gregory Anderson (CRD# 5005731) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 11 years of experience in the finance industry. Gregory Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert G. Aruldoss
CRD#: 2909744
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Robert Aruldoss (CRD# 2909744) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry. Robert Aruldoss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David D. Arvizu
CRD#: 4619338
2423 E Lincoln Dr, Phoenix, AZ 85016
96
Wealthminder
score

David Arvizu (CRD# 4619338) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry. David Arvizu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Carol E. Bell
CRD#: 5356288
2423 E Lincoln Drive, Phoenix, AZ 85016
96
Wealthminder
score

Carol Bell (CRD# 5356288) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry. Carol Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Christopher W. Berkland
CRD#: 1024851
2423 E Lincoln D, Phoenix, AZ 85016
96
Wealthminder
score

Christopher Berkland (CRD# 1024851) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry. Christopher Berkland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Steven C. Boltz
CRD#: 2165556
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240
96
Wealthminder
score

Steven Boltz (CRD# 2165556) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. Steven Boltz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Karl A. Brix
CRD#: 4597506
2423 E Lincoln Dr., Phoenix, AZ 85016
96
Wealthminder
score

Karl Brix (CRD# 4597506) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry. Karl Brix has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Beverly A. Brodie
CRD#: 1915483
1991 Summit Park Drive, Orlando, FL 32810
96
Wealthminder
score

Beverly Brodie (CRD# 1915483) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 27 years of experience in the finance industry. Beverly Brodie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jonathan C. Campbell
CRD#: 2975938
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Jonathan Campbell (CRD# 2975938) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 18 years of experience in the finance industry. Jonathan Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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