Schwab turns page, changes decades-old name of RIA
The firm rebranded its registered investment adviser, formerly known as Schwab Private Client Investment Advisory Inc., as Schwab Wealth Advisory Inc.
After 20 years, Charles Schwab & Co. Inc. is dropping the name of its $146 billion registered investment adviser, Schwab Private Client Investment Advisory Inc., and opting for the less lengthy — and perhaps less stuffy — Schwab Wealth Advisory Inc.
Charles Schwab announced the moniker f
Learn more about reprints and licensing for this article.
