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 300 branches
  • Approximately 1,200 financial consultants
  • $180 billion enrolled in advisory solutions
  • 100,000+ financial plans provided in 2013

 

As of October 31, 2014

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
  • $1,080 billion under management
  • 1,800 professionals dedicated to custody, trading and operations support

 

As of October 31, 2014

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

 

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

 

As of October 31, 2014

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
 

Investing involves risk, including possible loss of principal.

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

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