Chart Your Earning Potential

Discover your firm’s value with the RIA Economic Discovery Tool.

Calculate the difference that independence could make

Schwab's convenient online tool helps you estimate the financial benefits you may receive as a Registered Investment Advisor (RIA).* Enter data about your practice for a customized report.

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Advantages of the RIA model

Going independent can be a bold step in your career. As an advisor at an RIA firm, you have the freedom to run your business your way and the chance to increase your net income. Options include: 

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


For personalized guidance—take the next step

Talk to a Schwab Business Development Officer to learn how our innovation, insights, and resources can help you own your future and better serve your clients.

All conversations are completely confidential.

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*The Economic Discovery Tool (Tool) is intended solely for use by investment professionals. Please see: "Terms of Use and Important Information" prior to using the tool. 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, or regulatory compliance advice. You are urged to consult your own professional advisors.