Business Segments · Revenue

Advisor Services — Revenue

Charles Schwab Corporation Advisor Services — Revenue increased by 8.1% to $1.41B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 21.8%, from $1.15B to $1.41B. Over 3 years (FY 2022 to FY 2025), Advisor Services — Revenue shows relatively stable performance with a 0.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2015
Last reportedQ1 2026
Rolls up toTotal Revenue

How to read this metric

Growth indicates successful client acquisition, asset gathering, or increased platform utilization by advisors.

Detailed definition

This is the total revenue generated by the Advisor Services segment, encompassing asset-based fees, transaction fees, an...

Peer comparison

Comparable to segment-level revenue reporting for wealth management or institutional brokerage divisions at peer firms.

Metric ID: schw_segment_advisor_services_revenues

Historical Data

19 periods
 Q2 '21Q3 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value1B1B1.1B1.3B1.4B1.1B1.3B1.1B1B775M1.1B1B1.1B884M1.2B1.2B1.3B1.3B1.4B
QoQ Change+0.9%+13.6%+15.1%+5.2%-23.4%+17.9%-11.2%-6.0%-25.9%+37.8%-3.0%+2.3%-16.6%+30.5%+5.4%+3.0%+3.8%+8.1%
YoY Change+31.9%+37.6%+9.3%-15.6%-24.6%-27.1%-14.8%-6.9%+1.3%+14.1%+8.1%+17.4%+18.1%+47.1%+21.8%
Range775M1.4B
CAGR+7.8%
Avg YoY Growth+7.8%
Median YoY Growth+9.3%
Current Streak5 quarters growth

Frequently Asked Questions

What is Charles Schwab Corporation's advisor services — revenue?
Charles Schwab Corporation (SCHW) reported advisor services — revenue of $1.41B in Q1 2026.
How has Charles Schwab Corporation's advisor services — revenue changed year-over-year?
Charles Schwab Corporation's advisor services — revenue increased by 21.8% year-over-year, from $1.15B to $1.41B.
What is the long-term trend for Charles Schwab Corporation's advisor services — revenue?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — revenue has grown at a 0.0% compound annual growth rate (CAGR), from $4.92B to $4.92B.
What does advisor services — revenue mean?
The total revenue generated by the Advisor Services business segment.