Inform your decision making

Videos

Featured whitepaper

Exploring Independence as a RIA

A comprehensive look at the spectrum of options for becoming an independent RIA, key benefits, economic potential and the role of the custodian

Tools and demos

Economic discovery tool
Illustrates how to keep more of what you earn while helping to determine your future options

Custodian scorecard
Use the custodian scorecard to track how potential custodians meet your critical needs

Go independent planning tool
Use the Go Independent Planning tool to help you plan your path to independence

Customizable client statements demo 
See examples of how you can customize client statements

Documents and case studies

More advisors make the move to the independent RIA model
Read case studies profiling advisors
Jack Reutemann, Leo Arms, Brian Power, Karen McCloskey, Michael Yoshikami

Learn how Schwab Advisor Services can help make your move successful
Make your move successful

Weigh the legal and regulatory considerations and requirements around going independent as an RIA
Legal and regulatory considerations

Download our white paper Understanding the Hybrid Practice for information on the hybrid model
Understanding the hybrid practice

Gain insight into the stability Schwab’s financial strength provides
Schwab's corporate fact sheet