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About Us - Schwab Advisor Services

Schwab Advisor Services is a leading custodian for independent investment advisors.


Committed to Our Continued Financial Health

For a high-level explanation of our approach and financial health, see Schwab's financial strength, which highlights public information from the Charles Schwab Corporation’s regulatory filings and communications to provide transparency for you and your clients. For complete financial results and more information about Schwab’s business and financial condition, please visit aboutschwab.com.

Our People Are the Foundation of Our Business

When you work with Schwab Advisor Services, we make it easy to focus on what’s important to you:

  • Offering great service to your clients 
  • Running your business as efficiently as possible 
  • Planning for and achieving growth

That’s because the people at Schwab are committed to helping you achieve your objectives. We know that each advisor is unique and needs more than just basic custodial services. That’s why we take the time to understand you and your firm.

Executive Biographies

Bernard Clark , Executive Vice President, Advisor Services

Commitment to Advancing the Industry

We custody 2.1 million client accounts, representing $708 billion in assets managed by investment advisors1. That gives our clients the advantage, because we continue to reinvest more in our business — and our clients’ businesses.

We Offer Extensive Thought Leadership Resources

Keeping advisors ahead of industry trends means delivering the latest ideas and best practices to help you make better-informed business decisions. Our thought leadership resources include white papers, publications, and an online resource library.

Once you get your business up and running, you can continue to gain insights from webcasts on topics including business strategy and planning, investment strategies and industry trends and compliance and legal issues.



 

Get in Touch

Find more information on what it's like to work with Schwab Advisor Services.

Contact us online or call:
877-687-4085
All inquiries are confidential

What's next for Advisors?

 


Bernie Clark, EVP

 

Advisor Services Leader Bernie Clark talks about you choosing Schwab.

Press Releases

Read all our press releases and articles that mention Schwab on the Press page.