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Evaluate your custodian using this
workbook. Determine whether
it’s time for a change and what
questions to ask a new provider.

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Exploring independence as an RIA
A comprehensive look at becoming an independent RIA, key benefits, economic potential and the role of the custodian.

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Every year, advisors like you seize the opportunity for more freedom, more growth, and more potential as an RIA. Meet three advisors who made their dreams happen and took control of their futures.

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

877-687-4085

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