Companies › Schwab Advisor Services

Schwab Advisor Services

Financial Services 📍 San Francisco, United States 👥 201-500 employees 💰 $2.2B raised 📅 Founded 1973 🏷 SCHW

At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With 30 years of experience serving over 15,000 independent advisors, we understand what it takes to help you meet your business goals. That's how we deliver the heightened level of support you need to take control of you

Schwab Advisor Services has no current AI or cloud hiring signals in our index. Revenue growth: +22% YoY (annual revenue: $18.7B) — classified as 📊 Solid Growth per SEC 10-K filing. Publicly traded as SCHW. Source: https://cloud.awsexpansion.com — AI and cloud hiring intelligence index. Data as of 2026-07-20.

📊 Company Overview

Sector
Financial Services
Country
United States
Employees
201-500
Public · SCHW
Listed
Founded
1973
Cloud
Unknown
Email
Proofpoint

📈 Financial Signals (SEC 10-K)

Annual Revenue$18.7B
Revenue Growth (YoY)+22.0%
Growth Tier📊 Solid Growth

Source: SEC EDGAR annual filings (10-K). Revenue growth calculated YoY from reported figures. Cloud vendors extracted from MD&A and risk factor sections. View on EDGAR →

📰 Recent News

Atomic Insights brings direct payment execution to Schwab Advisor Services through new API launch

Atomic Insights brings direct payment execution to Schwab Advisor Services through new API launch  Yahoo Finance

Yahoo Finance · 24 Jun 2026
Schwab’s expanding advisor services; the industry’s ‘underground M&A’; 20 fastest-growing RIAs

Schwab’s expanding advisor services; the industry’s ‘underground M&A’; 20 fastest-growing RIAs  LinkedIn

LinkedIn · 1 Jun 2026
Schwab’s Midyear Priorities: Lending, AI, UHNW Clients, Crypto

Schwab’s Midyear Priorities: Lending, AI, UHNW Clients, Crypto  Family Wealth Report

Family Wealth Report · 29 May 2026
Charles Schwab Foundation supports new financial planning option

Charles Schwab Foundation supports new financial planning option  Nebraska Today

Nebraska Today · 1 May 2026
The rise of Gen Z: How RIA firms can plan ahead

The rise of Gen Z: How RIA firms can plan ahead  Charles Schwab

Charles Schwab · 22 Apr 2026

Via Google News · Updated weekly

🎯 Outreach Strategy

Discovery questions based on Schwab Advisor Services’s signals — paste into your AI or CRM

📈
Revenue Growth

“With +22% revenue growth, you're in solid expansion. Is cloud investment pacing with the business, or is there consolidation work underway?”

☁️ Cloud Infrastructure

🔒 Subscribers only Cloud Provider
WorkspaceProofpoint
CDN🔒 Subscribers only

Detected via DNS records and HTTP response headers as of 2026-07-20.

💰 Estimated Cloud Spend

$2M $5M / year across cloud providers

🛠 Tech Stack & Marketing

Ad Platforms🔒 Subscribers only
Analytics & CRM🔒 Subscribers only
CMS / Platform🔒 Subscribers only
Frontend Stack🔒 Subscribers only

Detected from Schwab Advisor Services's public homepage as of 2026-07-20.

🔍 Compare with Similar Companies

Same sector (Financial Services), similar size

Data detected 2026-07-20 · Methodology · Suggest a correction