What is Your Firm's Earning Potential as an RIA?
Find out your projected income and future firm's valuation with Schwab's RIA Economic Discovery Tool.
See how much you could make in the RIA model
Calculate what your profit and income might look like in the Registered Investment Advisor (RIA) model. Answer a few questions about your current and anticipated practice using Schwab's modeling tool, and get a customized report in seconds.
Use the RIA Economic Discovery Tool to:
Ready to measure your earning potential?
Benefits of being an independent advisor
With the RIA model, you have more control over your firm's financials to:
- Decide your take-home pay, with the ability to keep 100% of the profit you earn.
- Gain control of costs by choosing the capital structure, technology platforms, and support services that are right for you
- Structure your revenue however you want, including keeping your commission brokerage in addition to your fee-based services.
- Monetize your business by building your succession plan and attracting potential buyers.
Want to learn more?
See why advisors choose independence
Serve clients on your terms. Design workflows that work for you. Create a business built for your future.
Find the right business model for your RIA
From creating your own firm to joining an existing RIA, there's more than one way to go independent.
Lean on Schwab's support
Pursuing the RIA model looks different to each advisor. That's why Schwab's support resources are customizable to meet your specific needs.
Take a deeper look
Learn more about the economics of going independent. Schwab Business Development Officers can talk you through it—and share resources to help you plan for your transition.
All conversations are completely confidential.