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More independent advisors are working with Schwab


For more than 25 years, Charles Schwab has helped advisors deliver an exceptional experience to their clients - an experience that goes beyond custody and supports an advisor's entire office. You make a difference in your clients' lives. We strive to make a difference in yours.

Build the future you want

Becoming an independent Registered Investment Advisor (RIA) can bring you a new level of freedom. Explore the potential to keep more of what you earn, while managing your business and client relationships the way you want. Discover why there's no better time to go independent.
 

Choose solutions that work for you

Schwab Advisor Services offers a full range of solutions to help you grow your practice, streamline your back-office, and find the financial products that work best for your clients. And you'll have a full team at your disposal to help along the way.

Explore integrated technology

Advisors rely on many different systems for trading, serving clients, managing portfolios, and running their firms. With Schwab you get proven, flexible technology that works with leading third-party solutions, improving the way you do business.
 

Leverage tools and resources

Leverage Schwab insights, industry best practices, educational webcasts, tools and white papers that help you stay competitive in the marketplace.
    
    

Hear from advisors like you

“... they understand our business, and they understand that the end client has to have a level of service that's second to none."
- Rick Keller, First Foundation Advisors, Irvine California

Learn how Schwab can help you successfully make the move

Get in Touch

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

Contact us online or call:
877-687-4085
All inquiries are confidential

Schwab ad supports RIAs

A new ad in industry publications highlights Schwab's support for independent registered investment advisors and the client-focused approach of RIAs.

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. 

Featured Webcast

Your Future. Your Firm. Your Way. 
Explore the spectrum of options for independence as an RIA and see how Schwab can help support your business.

Webcast Replay Available

Schwab Talk

Expert Insights & Commentary

Schwab experts give their perspective in regular Market Commentary

Join the conversation on the Schwab Talk Blog

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