What is Your Firm's Earning Potential as an RIA?
See the depth of the financial benefits you can receive in the RIA model with our RIA Economic Discovery Tool. This analysis will help you determine your take home pay and costs, while also making it easier to structure your revenue and monetize your business.
Try the RIA Economic Discovery Tool
Ready to measure your earning potential? Answer the following questions to:
- Compare income and profit estimates across business models
- Calculate expenses, including staff and transition costs
- Map your RIA's estimated valuation over the seven years
- Test different launch scenarios and how they could affect your bottom line
This calculator is for illustrative purposes only and should not be considered a guarantee of results or performance.
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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.
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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.
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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.
An independent registered investment advisor (RIA) is a professional advisory firm that offers advice about securities, largely for a fee. RIAs are registered with the Securities and Exchange Commission (SEC) or their state securities regulator and are subject to the Investment Advisers Act of 1940.
The Economic Discovery Tool (Tool) is intended solely for use by investment professionals.
The Tool simulates the pro forma financial results of various hypothetical scenarios for establishing, operating, joining and/or selling an investment advisory practice or firm and compares those simulated outcomes to various alternatives. The scenarios and alternatives covered are not exhaustive and may not be representative of those you actually encounter. Moreover, the simulated pro forma results are materially dependent on various assumptions and inputs, some of which are made and specified by you and some of which are static. These assumptions and inputs may not reflect actual circumstances, and thus the Tool is inherently limited and intended for general informational purposes only. The simulated pro forma results do not reflect, and are not guarantees of, actual or future results. Your actual results may be materially different than those simulated. Schwab makes no warranty of the accuracy or completeness of the Tool or the simulated pro forma results and shall have no liability for your use of the Tool.
The Tool is not intended to provide financial, investment, legal, tax, regulatory or compliance advice. Consult professionals in these fields to address your specific circumstances.
The results generated in this report are inherently limited and rely on certain assumptions, including information provided by the advisory firms and investment professionals that participated in the Charles Schwab RIA Benchmarking Study. Schwab did not independently verify Benchmarking information nor did it examine the investment performance or client service levels of the participating firms. The report may not be representative of others with similar circumstances and your results may vary significantly.
See Terms of Use prior to using the tool.