Committed to firms of all sizes

Being independent doesn't mean you have to go it alone

As an independent financial advisor, you can wear many different hats. Entrepreneur. Marketer. Operations expert. IT support. Doing all of that on top of the job you really enjoy—helping people make their financial dreams come true—can be overwhelming at times. You need a partner who truly understands your hopes, your dreams, and your headaches.

Schwab has been that partner for thousands of advisors over the last three decades. And now, we're here to help you build the business you've always wanted.

New TV ads featuring … you

Like you, we want high net-worth investors to know why independence matters when choosing a financial advisor. So we launched new ads on Golf Channel, CNBC, and more to help tell your story.

See for yourself how the ads are impacting your area. Check out our Independent Difference campaign today.

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Explore the latest relevant topics

  • Tech that can improve the way you work

    Get the right tools for your team, so they can focus on what matters most—helping your clients pursue their financial goals.

  • Investment solutions to fit unique needs

    When it comes to investing, one size can't fit all. You need a vast array of products to create the right portfolios for your clients. And we've got it.

  • Consulting services to move your firm forward

    You've dreamed it. Let us help you get there. Access personalized consulting and education services designed to help you grow your business.

Hear what industry thought leaders are saying

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Sharpen your skills, find helpful tips, and read up on the latest hot topics in the RIA industry in our ever-expanding content library.

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