![]() Goldman Sachs The Goldman Sachs Group is an investment banking, securities, and investment management company. | ![]() Charles Schwab Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services. | BNY Mellon BNY Mellon (The Bank of New York Mellon) is a company that provides financial products and solutions. | ![]() Edward Jones Edward Jones is a financial services firm dedicated to serving the needs of individual investors. | ![]() Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith (MLPF&S) is a company providing wealth management and financial services. | ![]() UBS UBS Group is a company engaged in wealth and asset management, as well as investment, personal, and corporate banking. | ![]() Credit Suisse Credit Suisse is a provider of private banking and investment banking services operated by UBS Group. | ![]() Bank of America Bank of America is a banking and financial services company that offers banking, investing, and other financial and risk management products and services. | ![]() JPMorganChase JPMorganChase (JPMC) is a financial services provider that offers investment banking, asset management, treasury, and other services. | ||||
Founding Date | Founding Date 1869 | Founding Date 1971 | Founding Date 1784 | Founding Date 1962 | Founding Date 1941 | Founding Date 1914 | Founding Date 1862 | Founding Date 1856 | Founding Date 1852 | Founding Date 1998 | Founding Date 2000 | Founding Date 1935 |
Type | Type Public | Type Public | Type Public | Type Public | Type Subsidiary | Type Subsidiary | Type Public | Type Subsidiary | Type Public | Type Public | Type Public | Type Public |
Tags | ||||||||||||
Locations | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Perth, AU Sydney, AU Bruxelles, BE Sao Paulo, BR see more | Locations Westlake, US HQ Hong Kong, HK London, GB El Paso, US Lone Tree, US Orlando, US San Francisco, US | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU Bruxelles, BE Hamilton, BM Rio De Janeiro, BR see more | Locations St. Petersburg, US HQ Elsene, BE Toronto, CA Vancouver, CA Paris, FR Frankfurt Am Main, DE München, DE see more | Locations Des Peres, US HQ Mississauga, CA Tempe, US | Locations New York, US HQ Calgary, CA Montréal, CA Toronto, CA Vancouver, CA George Town, KY San Juan, PR see more | Locations Zürich, CH HQ Buenos Aires, AR Buenos Aires, AR Melbourne, AU Sydney, AU Salzburg, AT Wien, AT see more | Locations San Francisco, US HQ Melbourne, AU Sydney, AU São Paulo, BR Calgary, CA Montréal, CA Toronto, CA see more | Locations Charlotte, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU Brussel, BE Sao Paulo, BR Calgary, CA see more | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU Wien, AT Manama, BH Bruxelles, BE see more | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU São Paulo, BR Calgary, CA Montréal, CA see more | |
Employees | Employees 48,3005% increase | Employees 32,1003% decrease | Employees 48,1002% decrease | Employees 19,0006% increase | Employees 44,2521% increase | Employees 34,703 | Employees 108,6483% decrease | Employees 48,1505% decrease | Employees 217,0004% decrease | Employees 213,000 | Employees 318,512 | Employees 80,000 |
Valuation ($) | Valuation ($) 160.4 b | Valuation ($) 114.7 b | Valuation ($) 55.7 b | Valuation ($) 30.3 b | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 193.1 b | Valuation ($) 309.8 b | Valuation ($) 623.6 b | Valuation ($) 165.6 b |
Financial | ||||||||||||
Revenue (est.) | Revenue (est.) $58.3b (FY, 2025) | Revenue (est.) $23.9b (FY, 2025) | Revenue (est.) $20.1b (FY, 2025) | Revenue (est.) $15.9b (FY, 2025) | Revenue (est.) $10.2b (Y, 2021) | Revenue (est.) N/A | Revenue (est.) $87.2b (FY, 2024) | Revenue (est.) CHF21.1b (FY, 2022) | Revenue (est.) $83.7b (FY, 2025) | Revenue (est.) $113.1b (FY, 2025) | Revenue (est.) $280.3b (FY, 2025) | Revenue (est.) $70.6b (FY, 2025) |
Cost of goods | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods $38.5b (FY, 2024) | Cost of goods CHF6.9b (FY, 2022) | Cost of goods $606m (FY, 2025) | Cost of goods N/A | Cost of goods $97.9b (FY, 2025) | Cost of goods N/A |
Gross profit | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit $48.6b (FY, 2024) | Gross profit CHF14.2b (FY, 2022) | Gross profit $83.1b (FY, 2025) | Gross profit N/A | Gross profit $182.4b (FY, 2025) | Gross profit N/A |
Net income | Net income $17.2b (FY, 2025) | Net income $8.9b (FY, 2025) | Net income $5.6b (FY, 2025) | Net income $2.1b (FY, 2025) | Net income $1.3b (Y, 2021) | Net income N/A | Net income $5.1b (FY, 2024) | Net income (CHF7.3b) (FY, 2022) | Net income $21.3b (FY, 2025) | Net income $30.5b (FY, 2025) | Net income $57b (FY, 2025) | Net income $17b (FY, 2025) |
Operating ⚠ | ||||||||||||
Assets Under Management | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $2.1t (Q2, 2025) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $1.6b (FY, 2023) | Assets Under Management CHF1.6t (FY, 2021) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $3.6b (Q1, 2024) | Assets Under Management $1.4t (Q3, 2023) |
Client Assets | Client Assets N/A | Client Assets $8.5t (FY, 2023) | Client Assets N/A | Client Assets N/A | Client Assets N/A | Client Assets N/A | Client Assets N/A | Client Assets CHF1.6t (FY, 2022) | Client Assets N/A | Client Assets N/A | Client Assets N/A | Client Assets N/A |
Client Assets (Wealth Management) | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) $339b (Q2, 2025) | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) CHF723.4b (FY, 2022) | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A | Client Assets (Wealth Management) N/A |
Deposits from Banks and Financial Institutions | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions $71b (FY, 2023) | Deposits from Banks and Financial Institutions CHF11.9b (FY, 2022) | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A | Deposits from Banks and Financial Institutions N/A |
Deposits from Customers | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers $792b (FY, 2023) | Deposits from Customers CHF233.2b (FY, 2022) | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A | Deposits from Customers N/A |
Loans to Banks and Financial Institutions | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions $21.2b (FY, 2023) | Loans to Banks and Financial Institutions CHF24.7b (FY, 2022) | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A | Loans to Banks and Financial Institutions N/A |
Loans to Customers (Mortgages) | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) $268.6b (FY, 2023) | Loans to Customers (Mortgages) CHF107.5b (FY, 2022) | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A | Loans to Customers (Mortgages) N/A |
Loans to Customers (Real Estate) | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) $97.8b (FY, 2023) | Loans to Customers (Real Estate) CHF25.5b (FY, 2022) | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A | Loans to Customers (Real Estate) N/A |
Services Provided | Services Provided N/A | Services Provided N/A | Services Provided N/A | Services Provided N/A | Services Provided 2 (Jun, 2022) | Services Provided 6 (Nov, 2023) | Services Provided N/A | Services Provided N/A | Services Provided N/A | Services Provided N/A | Services Provided N/A | Services Provided N/A |
Total Deposits | Total Deposits $333b (Q3, 2021) | Total Deposits $306.5b (FY, 2023) | Total Deposits $346.4b (Q2, 2025) | Total Deposits $54.2b (FY, 2023) | Total Deposits N/A | Total Deposits N/A | Total Deposits N/A | Total Deposits CHF245.1b (FY, 2022) | Total Deposits N/A | Total Deposits N/A | Total Deposits $2.4t (Q1, 2024) | Total Deposits $345.5b (Q3, 2023) |
Total Loans | Total Loans $143.6b (Q3, 2021) | Total Loans $40.2b (FY, 2023) | Total Loans $72.8b (Q2, 2025) | Total Loans $43.8b (FY, 2023) | Total Loans N/A | Total Loans N/A | Total Loans N/A | Total Loans CHF264.2b (FY, 2022) | Total Loans N/A | Total Loans $1.1t (Q2, 2025) | Total Loans $1.3t (Q1, 2024) | Total Loans $225b (Q3, 2023) |
Funding | ||||||||||||
Total funding raised | Total funding raised $ 145.5m | Total funding raised N/A | Total funding raised $ 4.9b | Total funding raised N/A | Total funding raised $ 59.9m | Total funding raised N/A | Total funding raised N/A | Total funding raised N/A | Total funding raised N/A | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 18.3b |

Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services.
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