For independence, custody and beyond
It's your work, backed by the most passionate people in the business. From wealth services, to technology, to support, we're passionate about helping RIAs thrive.
More than a custodian
Growing a modern firm requires more than basic custody. We deliver the fresh ideas, flexible technology, and enterprise-grade security that independent Registered Investment Advisors (RIAs) need to scale.
There's more than one way to become an independent RIA
From starting your own firm to joining a firm, there are five main routes to independence. We help guide you through your options so you can build the future you envision.
Wealth services designed for how you work
At Schwab, banking, trading, and asset management solutions are all under one roof, so you can give your clients the seamless experience they deserve.
See why 16,000+ firms trust Schwab to help power their growth1
With nearly 40 years of experience and $5.5 trillion+ assets on our custody platform, there's a reason we're the number one choice for RIAs.2 Here's what a few advisors have to say about working with Schwab.
"Being with a firm like Schwab allows us to stay on the cutting edge of taking care of clients and provide opportunities for our team and business to grow and expand."
Amy Hiett
Moneta
"With Schwab, everything is simpler, more connected, and just easier to deal with. It's streamlined for us and for our clients."
Nick Bernardo
WellFull by Bernardo Wealth
"Clients want convenience and completeness in their planning. That's why this moves Schwab Bank to the top of the desk—it delivers what clients are asking for."
Carrie Miskawi
Allworth Financial
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Still not sure if Schwab Advisor Services is right for you?
Schwab Advisor Services provides custody, trading, technology, wealth management solutions, and business support services to independent RIAs. Schwab helps advisors serve clients, manage their businesses, and pursue growth with a broad range of solutions and resources.
Schwab Advisor Services is designed for independent RIAs, including advisors exploring independence or current RIAs seeking a new custody and service provider to support their clients and business.
Advisors choose Schwab Advisor Services for its custody services, innovative technology, security, business consulting, wealth management solutions, and specialist support. With over 40 years of experience, Schwab Advisor Services is known for its institutional strength, scale, and long-term commitment to independent firms.
Start your journey toward independence
Ready to explore what's next? Connect with a Business Development Officer for a confidential conversation about your options for independence.
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
Amy Hiett, Nick Bernardo, and Carrie Miskawi, are clients of Schwab and were not compensated for their comments. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Past performance is no guarantee of future results.
Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services, including the Schwab One brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products are offered by Charles Schwab Bank, SSB, Member FDIC and an Equal Housing Lender.
The Charles Schwab Corporation provides a full range of services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender) provides deposit and lending services and products.
The Schwab Center for Financial Research ("SCFR") is a division of Charles Schwab & Co., Inc. ("Schwab") that evaluates money managers (MMs) in Schwab's Managed Account Select ("Select") program. The Select program is sponsored by Schwab. Schwab does not provide advice or recommendations regarding managed account strategies or MMs to investment advisors or their clients.
1. As of July 2026.
2. Based on SEC Filings as of August 2025.