Then, just as today, we at Schwab believe the industry too often gets in the way of investor success. We see this as a business opportunity, and our strategy for pursuing it is simple: We see the world through clients' eyes.

This perspective guides our actions and behaviors as a company. It's how we disrupt the status quo on behalf of our clients – the individual investors, independent advisors, employers and others we serve – and how we challenge long-held assumptions about products and solutions.

Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures


  • More than 325 branches
  • Approximately 1,200 financial consultants
  • $193.3 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date


As of Oct. 31, 2015

Independent registered investment advisors who believe, like Schwab, that there's a better way to serve investors


  • #1 in market share for registered investment advisor custody
  • 7,000 advisors served
  • $1.08  trillion in client assets 
  • 1,800 professionals dedicated to custody, trading and operations support


As of Oct. 31, 2015

Employers, and the companies that serve them, understand the long-term, bottom-line value of helping employees toward achieving a secure retirement and optimizing other financial benefits


  • 1.5 million workers served through workplace retirement plans
  • Ranked #1 in 401(k) participant satisfaction for the past six years
  • Leading retirement plan service provider with more than $100 billion in assets


As of Oct. 31, 2015

Seeing our business through clients' eyes also influences the way we serve clients. It keeps us focused on fulfilling our purpose, living our values, and earning our clients' trust.


Our Purpose

To champion every client's goals with passion and integrity


Our Values

Earn our clients' trust by treating clients in an ethical, empathetic, and proactive way 
Constantly improve the client experience through innovation that benefits clients
Respect fellow employees and reinforce the power of teamwork
Be good stewards of our brand and stockholder value

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or based on any individual's status in any group or class protected by applicable federal, state or local law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.