Welcome to

Schwab Advisor Services

Discover the Schwab Difference

At Schwab Advisor Services™, we are more than just a custodian. We are an industry-leader with the stability, experience and commitment to meet your complex needs. When you work with us, you know you will have what you need to provide the exceptional service your clients expect.

Meeting Your Needs

Advisors in Transition

Making a transition doesn’t have to be hard when you’re supported by the industry leader more registered investment advisors (RIAs) choose as their custodian. Gain freedom and control as an RIA backed by Schwab Advisor Services.

RIAs

You put your clients at the center of your business, and we put investment advisors at the center of ours. Experience Schwab’s best-in-class platform of products and services, plus best-practice insights from nearly 7,000 independent advisors like you.

Banks & Trust Companies

Supporting your clients' wealth management needs by letting us support you. Build client confidence and business efficiency with Schwab's experienced professionals and our innovative integration of financial services and technology.

Welcome To The Relationship More Advisors Choose

Running a successful investment advisory firm requires much more than financial expertise. For your most complex business needs, you can draw on proven Schwab solutions to help drive your firm forward.

"The difference we make is the service we deliver—and that’s through our people."

Paul Stetz, Senior Relationship Manager,
Great Lakes Region
Charles Schwab

At the core of your business is the relationship you build with each client. Schwab can help. We work to provide RIAs with personalized support, best-in-class products, and hands-on expertise to support an exceptional advisory experience for clients.

"The people at Schwab are incredible. This is a complicated industry, and it's really important to our business to make sure that we're working with people who know what they're doing."

Jerry S. Johnson
Meristem
Minnetonka, Minnesota

For today’s RIAs, success depends on keeping pace with the changing landscape of financial services, regulatory demands, and client needs. Schwab is committed to helping you build your resources, connecting you with peers, and bringing you essential thought leadership.

"Schwab continually provides us with information, resources, and best practices from firms around the country."

R. Mason Moise,
Jackson Financial Services
Mount Pleasant, South Carolina

Clients count on you to help ensure the future they want. And you can count on Schwab. When you work with us, you work with a financially stable firm that is committed to providing integrated business solutions for your whole office, insights and experience to help you grow your firm, and support and advocacy to help advance the industry. It’s a complete experience, powered by a dedicated team of professionals. Let’s talk about how Schwab can help you succeed.

"I don’t think we’d be where we are without Schwab."

Chris Cordaro,
Regent Atlantic Capital
Morristown, New Jersey

Get in Touch

Find more information on what it's like to work with Schwab.

Contact us online or call:
877-687-4085

All inquiries are confidential

Featured Video

In this 1 minute video, Tim Oden talks about the steps an advisor should consider when making the move to independence.

Featured Webcast

On-demand webcast now available:
Build the Future You Want
(Originally held March 28, 2012)

Schwab Talk

Expert Insights & Commentary

Schwab experts give their perspective in regular Market Commentary

Join the conversation on the Schwab Talk Blog