The future is in your hands

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

As an independent financial advisor, you wear many different hats. You need a custodian who truly understands your hopes, your dreams, and your headaches. Schwab has been there for thousands of advisors over the last three decades. And now, we're here to help you build the business you've always wanted.

2022 RIA Benchmarking Study opens soon. Are you in?

Mark your calendars: The 2022 study goes live on January 26. And there's no better time than now to start preparing. Find out what this year's study has in store and learn more about the benefits of participation for your firm.

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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.

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