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.
Growth indicates successful client acquisition, asset gathering, or increased platform utilization by advisors.
This is the total revenue generated by the Advisor Services segment, encompassing asset-based fees, transaction fees, an...
Comparable to segment-level revenue reporting for wealth management or institutional brokerage divisions at peer firms.
schw_segment_advisor_services_revenues| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 1B | 1B | 1.1B | 1.3B | 1.4B | 1.1B | 1.3B | 1.1B | 1B | 775M | 1.1B | 1B | 1.1B | 884M | 1.2B | 1.2B | 1.3B | 1.3B | 1.4B |
| 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% |