At Schwab Advisor Services™, we know that working with the right custodian has never been more important. You can count on us to deliver everything you need for custody and beyond, including: • Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships • 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms • Business consulting and education programs to help you grow on your terms And the best part? We’re just getting started. Learn more at advisorservices.schwab.com. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). * (0425-8FUD)
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Schwab Advisor Services Questions
The Schwab Advisor Services annual revenue was $18.5 billion in 2026.
Chris Reedy is the Managing Director of Business Development of Schwab Advisor Services.
185 people are employed at Schwab Advisor Services.
Schwab Advisor Services is based in San Francisco, California.
Top Schwab Advisor Services Employees
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23
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Kati Starkey
Managing Director at Schwab Advisor Services
Roanoke, TX, US25+ -
John Tovar
Managing Director at Schwab Advisor Services
Texas, United States24 -
Jeff Bottorff
Managing Director at Schwab Advisor Services
Texas, United States14 -
Adam Moseley
Managing Director at Schwab Advisor Services
Chicago, IL, US25+ -
Cayla Culver
Managing Director at Schwab Advisor Services
Orlando, FL, US23 -
Lynn Casasnovas
Managing Director at Schwab Advisor Services
Phoenix, AZ, US4 -
Loren Martin
Managing Director at Schwab Advisor Services
Roanoke, TX, US24 -
Laura Kohn
VP, Strategy at Schwab Advisor Services
California, United States15+
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