Why Schwab

Why Choose Schwab

Tap into industry-leading services, support, and technology designed with independent Registered Investment Advisors (RIAs) like you in mind.

Soft music plays.

Onscreen text:
Over 50 years ago
Schwab made a commitment
to individual investors.

We've been making that
commitment to employers
and independent advisors.

Every day.

Man [off-screen]: Cameras ready? In four, three, two…

Energetic music plays.

A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they're about to roll the cameras. The sound equipment is adjusted one last time as an "ON AIR" sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.

Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Fog rolls over an urban park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie. He speaks with his wife.

Husband: My brother called.

Wife: Oh really? How is he?

Husband: He's retiring.

They stand at the kitchen island. The wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

They stand silently for a moment, looking at each other.

A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

People ride bikes outside an office building while others walk up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The company rep and Schwab reps sit on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game, and our stock plan is key. How can you help us?

A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window, and then video-calls a Schwab Intelligent Portfolios Premium advisor.

Young man: If I want to buy a house in, say, five years, what do I need to do today?

A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

A blonde-haired man unrolls a building plan inside a space that is being renovated. Two Schwab reps walk up to him and shake his hand. The man then goes on a walk with one of the reps to chat.

Man: I put a lot on the line going independent. You guys really going to have my back?

A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.

Gray-haired man: I'm looking for core products for my client's 401(k). Something with a track record.

The Schwab rep sits across from the company rep in the sunlit common area and answers his question with confidence.

Schwab rep: We have lots of ways to help.

The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

The Schwab rep meeting with the blonde-haired man answers his question.

Schwab rep: We are here to support you.

The music swells as an aerial view of a suburban area appears.

Onscreen text:

Our answers today

The husband and wife stand close together in front of their house.

Onscreen text:

help investors

The hospital admin stands with her arms crossed in the hospital hallway.

Onscreen text:

help employers

The financial advisor stands in the train terminal.

Onscreen text:

help advisors

Onscreen text:

Own your tomorrow®

Onscreen text:

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

©2023 The Charles Schwab Corporation. All rights reserved. (0823-3WKT)
Video Transcript

A wealth of experience on your side

Soft music plays.

Onscreen text:
Over 50 years ago
Schwab made a commitment
to individual investors.

We've been making that
commitment to employers
and independent advisors.

Every day.

Man [off-screen]: Cameras ready? In four, three, two…

Energetic music plays.

A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they're about to roll the cameras. The sound equipment is adjusted one last time as an "ON AIR" sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.

Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Fog rolls over an urban park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie. He speaks with his wife.

Husband: My brother called.

Wife: Oh really? How is he?

Husband: He's retiring.

They stand at the kitchen island. The wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

They stand silently for a moment, looking at each other.

A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

People ride bikes outside an office building while others walk up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The company rep and Schwab reps sit on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game, and our stock plan is key. How can you help us?

A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window, and then video-calls a Schwab Intelligent Portfolios Premium advisor.

Young man: If I want to buy a house in, say, five years, what do I need to do today?

A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

A blonde-haired man unrolls a building plan inside a space that is being renovated. Two Schwab reps walk up to him and shake his hand. The man then goes on a walk with one of the reps to chat.

Man: I put a lot on the line going independent. You guys really going to have my back?

A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.

Gray-haired man: I'm looking for core products for my client's 401(k). Something with a track record.

The Schwab rep sits across from the company rep in the sunlit common area and answers his question with confidence.

Schwab rep: We have lots of ways to help.

The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

The Schwab rep meeting with the blonde-haired man answers his question.

Schwab rep: We are here to support you.

The music swells as an aerial view of a suburban area appears.

Onscreen text:

Our answers today

The husband and wife stand close together in front of their house.

Onscreen text:

help investors

The hospital admin stands with her arms crossed in the hospital hallway.

Onscreen text:

help employers

The financial advisor stands in the train terminal.

Onscreen text:

help advisors

Onscreen text:

Own your tomorrow®

Onscreen text:

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

©2023 The Charles Schwab Corporation. All rights reserved. (0823-3WKT)

Offerings for RIAs: Imagine what we can do together

At Schwab, we never stop innovating. For over 35 years, we've been helping independent RIA firms of all sizes envision, create, and grow their practices. We put you first so that you can focus on your clients. Explore how we can help you take your business further.

Discover what it's like to work with Schwab >

Tech integration

Our approach to technology combines our comprehensive digital platform, over 235 integrations with third-party technology platforms, and industry-leading expertise.1

Explore integrations

Enhanced trading

Support your clients with award-winning trading technology and educational resources. Explore popular tools for trading, model management, and rebalancing with thinkpipes®, Model Market Center™, and iRebal®.

Tap into our trading tech

Actionable business support

Take your firm to the next level with insights, programs, and tools designed just for RIA firms.

Check out our business support

A team you can trust

Like you, we're in the relationship business. Service starts with our people, and we’re ready to deliver the tools, support, and assistance you need to be successful.

Transition services

Whatever path you choose, you can take advantage of our deep experience every step of the way. We're there to help you as you make a plan to move your accounts and hit the ground running.

Learn more about making the transition

Services tailored to your firm

Find support tailored to the unique needs of your business and clients. We support firms of all sizes and offer a range of service models for you to choose from.

Learn about our specialized services

Resources to support your goals

Our long history of dedication to RIAs means you can depend on our expertise and scale. From digital client onboarding to marketing and growth planning, Schwab connects you to the people, tools, and resources that can help your firm thrive.

Solutions for your practice

Finding the right RIA custodian

The right custodian understands your culture, supports the needs of your business, and empowers you to reach your goals. Here's what to look for when making this important choice for the future of your firm.

Choosing a custodian

Asset safety at Schwab

We pride ourselves on our commitment to security, privacy, and long-term financial health. See how we protect client data and assets.

Learn more

Digital onboarding

Set up multiple accounts—all with a single email. We offer a fast, secure way to open accounts for both new and existing clients.

Learn more

Your path to independence begins here

Your path to independence begins here

Take the first step toward the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help advisors like you.

Contact us Call 877-687-4085
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(0325-WXX7)

1. As of January 2024.

Model Market Center™ (MMC) is a web-based offering available to independent investment advisors that custody assets at Charles Schwab & Co., Inc. (Schwab) and use the iRebal® platform available on Schwab Advisor Center for account rebalancing and trading. Schwab is a registered investment adviser and a subsidiary of The Charles Schwab Corporation. Please refer to Schwab's disclosure brochure for important information and disclosures relating to MMC.

Material made available through MMC is provided by affiliated and unaffiliated model managers (Model Managers) and information providers. Schwab has not paid for or been involved in the preparation of the content, and has not verified, endorsed, or approved the content. Schwab assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific Model Managers and/or models should not be considered a recommendation or endorsement from Schwab. Schwab reviews model managers for eligibility criteria and conducts operational due diligence on the unaffiliated model managers but does not approve or review the models that Model Managers seek to include on MMC. Schwab does not conduct any investment due diligence of models or review or verify the accuracy or adequacy of information regarding Model Managers' MMC models. Users of MMC are responsible for selecting MMC models and implementing investments that meet their advisory clients' investment needs through their own, independent research and due diligence.

Schwab and Informa Business Intelligence, Inc. are separate, unaffiliated companies. Schwab and Informa Business Intelligence, Inc. are not responsible for each other's opinions, policies, and services. Certain model attributes are sourced from Informa PSN. The PSN Data Set is supplied by Zephyr, a Division of Informa Business Intelligence, Inc. The PSN Data Set may not be copied or distributed. It is not warranted to be accurate, complete, or timely.

Schwab typically receives remuneration from ETFs and mutual funds and/or their managers that participate in MMC for administrative and/or other services.

MMC leverages iRebal® to provide independent RIAs access to model portfolios provided by Model Managers.

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Read more about Schwab's privacy policy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

© 2025 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.