Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Chart Earning Potential with the RIA Economic Discovery Tool

Submitted by jib.butterworth on September 11, 2017

Becoming an independent registered investment advisor (RIA) could mean a boost to your earning potential, as well as the value of your business over time.


Our convenient online RIA Economic Discovery tool can help you estimate the financial benefits you may receive as an RIA. Enter data about your practice to discover your potential.

Advantages of Being an RIA

As an RIA, you not only have the freedom to run your business how you want to, you also have the possibility of increasing your net income. Becoming an RIA could also set you up for a positive transition to the next step of your career.

  • Start your own firm or join an existing one
  • Keep your traditional brokerage business in addition to your fee-based services
  • You determine how you're paid, including the opportunity to keep up to 100% of your revenue

For Personalized Guidance, Take the Next Step

For a personal introduction to the RIA model, a Schwab representative will be happy to help you compare your options and answer your questions.

Contact us at: