Advisor Services

Advisor Services

Become an independent RIA with the support of Schwab every step of the way.

From step-by-step help during the transition process to long-term support and guidance, Schwab Advisor Services™ works hard to help you become an independent RIA and grow your business as you see fit.

Watch what industry leaders, Schwab team members, and other advisors have to say about transitioning to the independent RIA model with Schwab.

Get The RIA Roadmap

Learn more about the RIA model and the key steps for making the move with our essential guide, The RIA Roadmap.

Forward momentum: Why elite teams claim their future as RIAs

The future for RIAs is bright, with growing opportunities, new advantages, and increased support from Schwab. This in-depth analysis will help you understand the independent RIA model and the opportunities it offers.
Get our analysis (opens in a new window)

Contact us

Find out what it's like to work with Schwab Advisor Services. Contact us online or call 877-687-4085.

All inquiries are confidential.

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