Started in 1963, Charles Schwab & Co. Inc. is one of the leading financial companies in the United States. Based in Knoxville, Tenn., the firm offers products and services, such as mutual funds, insurance and annuities, banking and lending, managed accounts, margin loans and managed accounts, among others. The company specializes in providing mortgages, portfolio management and home equity services. Charles Schwab & Co. Inc. also offers a host of institutional services, including advisor, retirement plan, corporate brokerage and retirement business.