2 advisors left Charles Schwab & CO., Inc. (Westlake, TX) for Vanguard Advisers, Inc. within 6 days

Why now: Dated 2026-08-05 (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

• Matthew John Benchener · Director · VANGUARD ADVISERS, INC.
• John Wesley Bendl · Director · VANGUARD ADVISERS, INC.
• John Edmund Bisordi · Director and General Counsel · VANGUARD ADVISERS, INC.
• Jonathan Scott Beatty · Managing Director - Head of Advisor Services · CHARLES SCHWAB & CO., INC.
• Neesha K Hathi · Managing Director Head of Wealth & Advice Solutions · CHARLES SCHWAB & CO., INC.
• Jeffrey Harold Starr · Managing Director, and Operational Services and Principal Operations Officer · CHARLES SCHWAB & CO., INC.