Miscellaneous Financial Services
Charles Schwab
Westlake, TX · Founded 1971 · CSHC
Charles Schwab & Co., Inc. is a broker-dealer and registered investment adviser that offers franchises for the establishment and operation of retail branch offices providing financial services including brokerage, investment advisory, and cash management services to clients.
2026 Franchise 500
Unranked
382
units (2025)0.3%
year over yearUnits by Year
3592022
3802023
3812024
3822025
Total outlets at year end, from FDD Item 20.
The Investment
Initial investment
$103,605 – $221,705
FDD Item 7
Franchise fee
$0
FDD Item 5
Ad fund
—
FDD Item 6
Financial performance
Yes
FDD Item 19 disclosure
Leadership
Charles Schwab
Co-Chairman of the Board
Rick Wurster
President, Chief Executive Officer and Director
Yusuf Cassim
Managing Director, General Counsel
Chad Nichols
Managing Director and Chief Compliance Officer
On File
Franchise Disclosure Documents
Also in Miscellaneous Financial Services
More in Financial Services→Read from this brand's Franchise Disclosure Documents. FDD library maintained by AskTy; figures are as filed by the franchisor.