# Charles Schwab

Charles Schwab is a RIA based in San Francisco, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** schwab.com
- **LinkedIn:** https://www.linkedin.com/company/charles-schwab
- **Wikidata:** Q1066028

## Regulatory record

- **CRD number:** 106753
- **SEC file number:** 801-35905
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106753

## About

Charles Schwab is an SEC-registered investment adviser in San Francisco, CA, since 1990. The firm manages $1.7 trillion in assets. It has 946 employees and 175 investment advisers.

## Sectors

- Financial Services

## People

- Charles R. Schwab — Founder
- Walt Bettinger — Co-Chairman, The Charles Schwab Corporation
- Rick Wurster — President and CEO, The Charles Schwab Corporation
- Carolyn Schwab-Pomerantz — Director, The Charles Schwab Corporation

## Questions

### Which next-generation family members are involved?

Carolyn Schwab-Pomerantz serves on the board of The Charles Schwab Corporation, and Katie Schwab Paige chairs the Charles and Helen Schwab Foundation. Helen Schwab, Charles Schwab's wife, is the foundation's president. This represents a multi-generational integration of family into both corporate governance and philanthropic direction.

## Related profiles

- [Charles River Laboratories](https://altss.com/profile/charles-river-laboratories)
- [Charter Oak Capital Management](https://altss.com/profile/charter-oak-capital-management)

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Last updated: 2026-07-06T01:24:14.000Z

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