Schwab Advisor Services Employee Directory

Q: How many employees does Schwab Advisor Services have currently?

Schwab Advisor Services has approximately 300 employees.

Financial ServicesCalifornia, United States201-500 Employees

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)

Find Schwab Advisor Services employees' phone numbers or email addresses

Schwab Advisor Services Global Highlights

North America
207

United States Of America
207

Asia
2

India
2

Africa
1

Mali
1

Europe
1

Sweden
1

Schwab Advisor Services's Leadership

A. D.
Managing Director, Head Of As Wealth Services And Platforms
Mobile Phone
Email
T. C.
Vp-Managing Director
Mobile Phone
Email
J. L.
Managing Director, Head Of Enterprise Solutions Group
Mobile Phone
Email
M. E.
Vice President
Mobile Phone
Email
L. M.
Vice President
Mobile Phone
Email
E. S.
Vice President, Financial Consultant
Mobile Phone
Email
J. T.
Managing Director
Mobile Phone
Email
J. W.
Director, Business Consulting & Education (technology Consulting)
Mobile Phone
Email

Schwab Advisor Services Employee Metrics

100%

50%

0%

2026

2025

Finance
Consultant
Engineering
Business Development
Information Technology
Other
Analytics
Marketing
Research
Banking

Contact profiles from Schwab Advisor Services

Name

Title

Contact Info

Location

Last Update

A. D.
Managing Director, Head Of As Wealth Services And Platforms
Mobile Phone
Email
United StatesColorado
Jan 28, 2026
T. C.
Vp-Managing Director
Mobile Phone
Email
United StatesFlorida
Sep 10, 2025
J. L.
Managing Director, Head Of Enterprise Solutions Group
Mobile Phone
Email
United StatesArizona
Jan 29, 2026
M. E.
Vice President
Mobile Phone
Email
United StatesArizona
Oct 19, 2025
L. M.
Vice President
Mobile Phone
Email
United StatesFlorida
Apr 24, 2025
E. S.
Vice President, Financial Consultant
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
J. T.
Managing Director
Mobile Phone
Email
Oct 23, 2025
J. W.
Director, Business Consulting & Education (technology Consulting)
Mobile Phone
Email
United StatesTexas
Nov 18, 2025
J. K.
Managing Director
Mobile Phone
Email
United StatesFlorida
Sep 16, 2025
J. J.
Director Of Data And Analytics
Mobile Phone
Email
United StatesArizona
Jan 21, 2026

Frequently Asked Questions

What is Schwab Advisor Services known for?

Schwab Advisor Services operates in the Financial Services industry. The company's main headquarters is located in 211 Main Street San Francisco, California 94105 United States. Explore Schwab Advisor Services's company overview page for more information.

What is Schwab Advisor Services's most common email format?

Schwab Advisor Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schwab Advisor Services email formats with LeadIQ.

How many employees does Schwab Advisor Services have currently?

Schwab Advisor Services has approximately 300 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are Schwab Advisor Services's key employees and leadership?

As of February 2026, Schwab Advisor Services's key employees include:

Managing Director, Head Of As Wealth Services And Platforms: A. D.
Vp-Managing Director: T. C.
Managing Director, Head Of Enterprise Solutions Group: J. L.
Vice President: M. E.
Vice President: L. M.

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