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Franchise owners, in their own words.

What can you expect?

From the moment you first contact us, you have Schwab's support and expertise to rely on. That means helping you decide if a Schwab franchise is the right fit for you, working with you throughout the transition process, and being by your side every day after, no matter what you or your clients need. Take a listen—owners are happy to tell you about it.

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Our network is nationwide. And growing.

Interact with the map to learn more about each branch location.

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Why choose this path?

Every advisor has their own reason for choosing to become a Schwab franchise owner. For some, it's the rewards that come with running their own business. For others, it's being able to put clients first. Go behind the scenes to hear what some current franchise owners have to say about why they opened their own Schwab branch.

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Get to know the faces of Schwab and the stories behind them.

  • Watch video: Jackie Edwards

    Las Cruces, New Mexico

    "I know what my values are. When I saw—in a corporate form—some very consistent values, I thought that was really attractive."

  • Watch video: Michael Wytiaz

    Windermere, Florida

     "Schwab has all the resources and structure and infrastructure to help me accomplish everything I'm trying to do."

  • Watch video: Brian Carpenter

    Dripping Springs, Texas

    "Schwab is a very powerful name in the industry. People are drawn to the name—they already recognize the type of service and quality that they're going to receive."

  • Watch video: John Smith

    Salem, Oregon

    "The business model is perfect. It allows me to work with individuals, but also allows me the autonomy to run a business and be an entrepreneur."

A home for your values with room to grow.

When your client-first values and your firm's growth goals are at odds, finding fulfillment can be challenging. Explore how we can help you balance both in a model that Schwab franchise owners say feels like coming home.

Finding your way home

Take an in-depth look at why entrepreneurial advisors are choosing the franchise model.

"Is this model right for me?" It's a question everyone considering the franchise model asks themselves. Evaluating your priorities against what Schwab offers can help you decide. Our collection of owner stories, Finding the right fit may provide the extra insight you need to decide which path is right for you.

Graphic representing the cover of the guide Finding the right fit

Your transitio


Our transition team will support you every step of the way—but how will it work, exactly?

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Important Disclosures 

This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.

These testimonials, statements, and opinions may not be representative of the experiences of other advisors or their clients. The testimonials are voluntarily provided and no compensation, free products or services, or any benefits were given in exchange for the testimonials.

©2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

3000 Schwab Way, Westlake, TX 76262
MN Franchise Registration Number: F-6699