Welcome to the future
With the historic integration of Schwab Advisor Services and TD Ameritrade Institutional complete, our commitment to the independent advisor community is stronger than ever. We're ready to bring you our best, so you can always be your best.
Latest market commentary from Schwab Center for Financial Research
Proudly serving advisors like you
Thousands of firms trust us to be their custodian. Why? We relentlessly seek new and powerful ways to raise the bar in serving advisors at independent Registered Investment Advisor (RIA) firms. Whether you're new, growing, or supporting the ultra-high-net-worth and family office communities, you'll find a service model tailored to the unique needs of your business and clients.
Innovative products and services
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Tech that can improve the way you workGet the right tools for your team, so they can focus on what matters most—helping your clients pursue their financial goals.
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Investment solutions to fit unique needsWhen 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.
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Business support to move your firm forwardYou've dreamed it. Let us help you get there. Take advantage of actionable programs, tools, and education designed to help you take your firm to the next level.
Learn how RIA firms are poised for growth
Results from the 2023 RIA Benchmarking Study show the industry's enduring strength. With 1,300 independent advisory participants, the study is rich with industry, firm, and client insights.
Fresh perspectives and useful insights. Just for RIAs.
Fresh perspectives and useful insights. Just for RIAs.
Sharpen your skills, find helpful tips, and read up on the latest hot topics in the RIA industry in our ever-expanding content library.
About the 2023 RIA Benchmarking Study from Charles Schwab
Schwab designed this study to capture insights in the Registered Investment Advisor (RIA) industry based on survey responses from individual firms. The 2023 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Since the inception of the study in 2006, more than 4,500 firms have participated, with many repeat participants. Fielded from January to March 2023, the study contains self-reported data from 1,300 firms that custody their assets with Schwab or TD Ameritrade and represents over $1.7 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. They are categorized into eight peer groups by AUM size. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firm.
Past performance is not an indicator of future results.