More than custody? Schwab does that.
Technology that can grow with you. Security that helps protect your firm. Wealth services that support your clients' unique needs. If it's something that helps you serve your clients better, Schwab (probably) does that.
How we're more than a custodian
These days, a one-dimensional custodian isn't enough to help you grow a firm. You need fresh ideas, better solutions, carefully engineered security, and forward-thinking tech. With us, you get that and more.
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
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
Bernardo Wealth Planning
"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
Keep up with market commentary from the Schwab Center for Financial Research
Markets and Economy
Stocks Stall but Oil Falls
Markets and Economy
Q1 Earnings: Feelin' Alright
Government Policy
Washington: What to Watch Now
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 March 2026.
2. Based on SEC Filings as of August 2025.