The Schwab Difference

With over 25 years experience, Schwab knows there is no one-size-fits-all approach for serving independent financial advisors. Your needs are unique. That's why we offer the individual guidance, support, and tools you need to meet your goals—whatever they are.

Platforms to Support Your Business

We're here with support as you manage all aspects of your RIA firm—from managing and growing your business, to improving efficiency, and serving your clients.

Schwab has one of the largest and most flexible platforms for RIAs available today. Learn more about Schwab's unique offers.

Access to Dedicated Experts1

You can rely on us to provide the expertise you need to grow your firm and succeed. From service teams, to consultants and subject matter experts, to Webcasts and conferences, we'll help you connect with the right people.

With Schwab you'll have access a variety of experts, spanning multiple disciplines.

  • Get immediate support from your dedicated team, trained to provide a hands-on approach grounded in personal service and a “can do” attitude 
  • Gain access to a broad range of Schwab and industry specialists via Schwab's consultants and specialists
  • Leverage for networking opportunities, ongoing education, and hands on training for Schwab's products and tools