Schwab Advisor Transition Services

The Schwab Advisor Transition Services™ website helps you think through growing and exiting your business on your own terms—at the right time, with the right people and at the right value.

M&A Listing Service

A national database that makes it easy for independent investment advisors to connect with firms interested in acquiring or selling their firm, or merging with another firm.

Career Service

Schwab's Career Opportunity Service is a free online employment database that helps financial services professionals in their search for job opportunities in the independent investment advisory industry.

Client Resources

Schwab Advisor Services™ clients can access complete in-depth transition planning information and the M&A Listing Service at Schwab Advisor Center

Contact us

Find more information on what it is like to work with Schwab Advisor Services. Contact us online or call:


All inquiries are confidential