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Stories of independence

One of the best ways to learn about the independent Registered Investment Advisor (RIA) model is to hear from advisors who formed their own firms. Watch as they share their experiences and discuss the benefits of greater freedom, more control, stronger client relationships, and increased growth potential.

Imagine greater freedom to be the advisor you want to be. See why the RIA model has helped these advisors do just that.

What's it like having more control over your business? Advisors from independent RIAs share their experience.

As these advisors explain, going independent can lead to increased potential to grow your client base and the services you offer.

Is it possible for you and your clients to work better together? These independent RIAs think so. Take a look.


  • Why Independence?

    Read the Exploring Independence white paper to discover how you can fast-track your success as an RIA.

  • Contact us

    Find more information on what it's like to work with Schwab Advisor Services. Contact us online or call 877-687-4085. All inquiries are confidential.


Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This material is for institutional investor use only. This material may not be forwarded or made available, in any part or in whole, to any party that is not an institutional investor. For general informational purposes only.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. 

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