Charles SchwabFinancial advisor in Santa Rosa, CA

Also ranked: #17 of 32 investment advisors in Santa Rosa

Charles Schwab is a financial advisor at 200 4th St Suite #100, Santa Rosa, CA 95401, ranked #24 of 71 financial advisors in Santa Rosa and rated 3.6 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Rosa, CAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (707) 569-7801 Website ↗

Key facts

Key facts about Charles Schwab
Address	200 4th St Suite #100, Santa Rosa, CA 95401Get directions
Phone	(707) 569-7801
Website	schwab.com
Hours	Monday to Friday: 8:30 AM – 5 PM
Google rating	3.6 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Investment Advisorsadditional Google category
Stockbrokersadditional Google category

Service area

Serves Santa Rosa and 6 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma, Sonoma and Novato.

Based in Santa Rosa, CAView on map

Opening hours

Opening hours for Charles Schwab
Day	Hours
Monday	8:30 AM – 5 PM
Tuesday	8:30 AM – 5 PM
Wednesday	8:30 AM – 5 PM
Thursday	8:30 AM – 5 PM
Friday	8:30 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Charles Schwab

How is Charles Schwab ranked in Santa Rosa?

Charles Schwab is ranked #24 of 71 financial advisors in Santa Rosa by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Charles Schwab’s hours?

Charles Schwab is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Charles Schwab serve?

Serves Santa Rosa and 6 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma, Sonoma and Novato. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Charles Schwab?

Charles Schwab has a rating of 3.6 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Charles Schwab?

Call Charles Schwab on (707) 569-7801. The business is at 200 4th St Suite #100, Santa Rosa, CA 95401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Charles Schwab compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Charles Schwab (this business)	—	67	3.6 (14)	No	No
Edward Jones - Financial Advisor: Mark P Dunn, CFP®\|ChFC®\|CPWA®\|CEPA®\|CLU®\|RICP®\|ABFP®\|AAMS®\|CRPC™\|AWMA®\|CRPS™\|CSRIC®	#22	67	5.0 (8)	No	No	2.4 mi
Bank of America (with Drive-thru ATM)	#23	67	3.0 (76)	Yes	No	1.6 mi

See all 71 ranked financial advisors in Santa Rosa