Schwab Advisor Services provides custody, technology, and wealth services for independent RIAs.

Charles Schwab
Leading American financial services company offering brokerage, banking, and wealth management to retail and institutional clients.
- 33.5k
- Company
- Westlake, TX, USUnited States
Charles Schwab Corporation is an American multinational financial services company founded in 1971 by Charles R. Schwab. The firm offers brokerage, banking, wealth management, and financial advisory services to retail and institutional clients worldwide.
Headquartered in Westlake, Texas, with a major presence in San Francisco, Schwab provides investment products including retirement accounts, trading platforms, and research tools. The company serves millions of customers through its operating subsidiaries and digital platforms.
Products & Services
Similar Companies

Boku

HUB24

WEX

China Securities

Endowus

Public

TradePMR
tradepmr.com

BNY
bny.com

Altruist
altruist.com
Parametric Portfolio Associates

Vanguard

Fidelity Investments
fidelity.com

Wealthfront
wealthfront.com

E*trade
us.etrade.com

TradeStation Technologies
tradestation.com

Aries Financial
aries.com

SoFi
sofi.com

Bank of America
bankofamerica.com

JPMorgan Chase
jpmorganchase.com

Goldman Sachs
goldmansachs.com

Wells Fargo
wellsfargo.com
Quick Facts
Who are Charles Schwab's competitors?
Companies similar to Charles Schwab include TradePMR, BNY, Altruist and Parametric Portfolio Associates.
When was Charles Schwab founded?
Charles Schwab was founded in 1971.
Where is Charles Schwab's headquarters located?
Charles Schwab's headquarters is located in Westlake, TX, US.
When was Charles Schwab's last funding round?
Charles Schwab's most recent funding round was for $2.5B (USD) in May 2023.
How much disclosed funding has Charles Schwab raised?
As of May 17, 2023, Charles Schwab has disclosed funding of $2.5B (USD). Undisclosed round amounts are excluded.
How many employees does Charles Schwab have?
Charles Schwab has 33,500 employees as of Dec 31, 2025.
Classification
- Also Known As
- The Charles Schwab Corporation
- SCHWAB CHARLES CORP
- Headquarters
- 3000 Schwab Way
- Westlake, TX, 76262
- US
- Ticker
- SCHW
- SCHW-PD
- SCHW-PJ
- SEC CIK
- 0000316709
- EIN
- 94-3025021
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6210Security Brokers, Dealers, And Flotation Companies
- 6211Security Brokers, Dealers, And Flotation Companies
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- ISIC
- 6499Other financial service activities, except insurance and pension funding activities, n.e.c.
- 6612Security and commodity contracts brokerage
- Industry
- —Banks
- —Brokerage Firms
- —Financial Services Companies
- —Hedge Funds
- —Investment Companies
- —Investment Management Companies
Show 17 more industry codes
- NAICS
- 523100Securities and Commodity Contracts Intermediation and Brokerage
- 523150Investment Banking and Securities Intermediation
- 522000Credit Intermediation and Related Activities
- 525000Funds, Trusts, and Other Financial Vehicles
- 522100Depository Credit Intermediation
- 522110Commercial Banking
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- SIC
- 5000Wholesale Trade-durable Goods
- 6000Depository Institutions
- 6700Holding And Other Investment Offices
- 6020Commercial Banks
- 6280Services Allied With The Exchange Of Securities Or Commodities
- 6720Investment Offices
- 6282Investment Advice
- 6722Management Investment Offices, Open-end
- ISIC
- 6630Fund management activities


