Welcome to Schwab Advisor Services

Our pledge to the independent advisor community


When it comes to independent advisors, we're all in. Today, over half of the firms we serve have under $100 million in AUM with us. You're the future of this industry.

News & bulletins

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The SECURE Act: 5 steps for your clients to consider


Recent changes to retirement savings rules have caused some confusion. Hear what Schwab's Mike Townsend and Dan Stein are saying to investors about navigating the new law.

Discover why millions depend on Schwab


You focus on your clients—we focus on you. Chuck Schwab started putting clients first 45 years ago. Today, that simple philosophy has helped us grow into a $3.6 trillion firm. See how.

Insights & Ideas

Six tips for recruiting advisors of the future


Schwab RIA interns speak up to help inform the industry's approach to talent-acquisition strategies.

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Perspectives

How to better communicate the value of financial planning


Financial life planning pioneer Mitch Anthony helps frame your value in a way clients and prospects understand and appreciate.