3 advisors left Vanguard Advisers, Inc. (Scottsdale, AZ) for Schwab Wealth Advisory, Inc. within 14 days

Why now: Dated 2026-07-27 (filing); first seen by DFX 2026-09-15.

Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, RIA principals.

advisors

exposure unknown

basis UNKNOWN

State

New

Historical signal

not measured as a predictor

Confidence

0.85

a same-day team move names the losing and gaining firm; recruiters, custodians and aggregators act on it within days. Evidence class: derived; source IAPD individual compilation feed (every investment adviser representative, daily).

DFX product: Advisor Recruiting Intelligence

• Bryan Larry Olson · President · SCHWAB WEALTH ADVISORY, INC.
• Steven James Hall · Chief Financial Officer · SCHWAB WEALTH ADVISORY, INC.
• Alyssa Johanna Huffman · Chief Compliance Officer · SCHWAB WEALTH ADVISORY, INC.
• Matthew John Benchener · Director · VANGUARD ADVISERS, INC.
• John Wesley Bendl · Director · VANGUARD ADVISERS, INC.
• John Edmund Bisordi · Director and General Counsel · VANGUARD ADVISERS, INC.