Image of a man speaking
Image of a man speaking

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.

  • Brett Sharkey video

    Stories of Independence: How Brett Sharkey of Three Bridge Wealth Advisors has more time to focus on what matters most.

  • Stories of Independence: Ross Singletary

    Stories of Independence: How Ross Singletary of Arcus Capital Partners is benefiting from the freedom to make his own choices

  • Berkley Partners Freedom

    Stories of Independence: How Berkeley Capital Partners achieved greater freedom for their business

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

  • Stories of Independence: Hank McLarty

    Stories of Independence: How Hank McLarty of Gratus Capital built the firm he wanted

  • Stories of Independence: How Berkeley Capital Partners has taken charge of its own destiny

    Stories of Independence: How Berkeley Capital Partners has taken charge of its own destiny

  • Stories of Independence: Quadrant Private Wealth

    Stories of Independence: How Quadrant Private Wealth took control of its practice

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

  • Stories of Independence: Concentus Wealth Advisors

    Stories of Independence: How Concentus Wealth Advisors feels they are better structured for growth

  • Video: Stories of Independence: How Quadrant Private Wealth is now able to grow

    Stories of Independence: How Quadrant Private Wealth is now able to grow

  • Stories of Independence: How Berkeley Capital Partners is growing its business

    Stories of Independence: How Berkeley Capital Partners is growing its business

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

  • Stories of Independence: Erik Strid

    Stories of Independence: How Erik Strid of Concentus Wealth Advisors is better serving clients

  • Video: How Brett Sharkey is building better client relationships

    Stories of Independence: How Brett Sharkey of Three Bridge Wealth Advisors is building stronger client relationships

  • Stories of Independence: Compass Wealth Management

    Stories of Independence: How the advisors of Compass Wealth Management can now better focus on helping clients

  • Video: How quadrant private wealth is helping its clients

    Stories of Independence: How Quadrant Private Wealth is helping its clients

Contact

  • 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.

(1218-8V28)

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. 

Charles Schwab & Co., Inc., 211 Main Street, San Francisco, CA 94105