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Latest market commentary from Schwab Center for Financial Research

We take pride in our commitment to asset safety and long-term financial health

As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and the needs of your clients. We take our role as custodian seriously. When you work with Schwab you can be assured that we follow stringent internal practices and business standards designed to keep client assets safe.

For the last three decades, we've been there for thousands of advisors just like you who want to serve their clients' best interests.

Learn how we protect client assets >

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    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.

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    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.

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

There's no substitute for experience

You and your clients deserve the very best. As a pioneer of the RIA model, we've supported independent advisors since the beginning. And even after all these years, we're relentlessly seeking new and powerful ways to raise the bar on service.

Which is why firms of all sizes trust us to be their custodian.

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Hear what industry thought leaders are saying

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Get ready to wow even the most particular of clients

Ultra-high-net-worth clients demand impeccable service. We're here to help you deliver. For more than 30 years, we've empowered independent advisors to grow, compete, and succeed in advising the ultra-wealthy community. Find out how our people, technology, and specialized solutions can help you earn these clients' trust.