Fast-track Your Move to Growth

You're ready to grow and hungry for more. More control over your time. More opportunities to scale. More freedom to strive toward your goals. And why wouldn't you be? As an ambitious advisor, you know what it means to keep raising the bar. If you're aiming to accelerate your growth in the independent Registered Investment Advisor (RIA) model, the Schwab Advisor ProDirect™ program might be right for you.

Schwab Advisor ProDirect™: Your all-in-one option for independence

Schwab Advisor ProDirect™ is a fee-based membership program designed to position your firm for organic growth and rising enterprise value, optimize your operations, and simplify your transition to independence. As a member, you'll get a trusted guide to help you level up your success—backed by our experience working with independent RIA firms for more than 35 years.

Proven strategies that drive new momentum

Schwab Advisor ProDirect™ helps RIAs put best practices into action across the areas that matter most, like client focus, brand and reputation, operational efficiency, and talent strategy.

High-touch help to streamline operations

Spend less time launching and more time growing your business. Your Schwab Advisor ProDirect™ team works alongside you to navigate your transition and lay the groundwork for long-term operational efficiency.

Expert guidance to simplify your move

Move confidently with a step-by-step roadmap to independence, built around your goals. Your team provides hands-on support to help you simplify complexities, launch faster, and focus on growth.

Dedicated consultants who bring clarity, focus, and accountability

You'll work one-on-one with experienced consultants who help you turn strategy into action by refining your approach, guiding key decisions, and positioning your firm for accelerated growth.

Curated, scalable solutions to power your firm

Schwab Advisor ProDirect™ helps you find the right providers faster with a suite of curated, integrated tools and third-party services across HR, compliance, marketing, and more.

A community of growth-focused advisors

Join a network of Schwab Advisor ProDirect™ members who are laser-focused on what's next—sharing insights, strategies, and real-world experiences through group forums, exclusive learning opportunities, and events like Schwab IMPACT®.

Ready for more? Get details about the program

Navigating the many choices of the RIA model can feel overwhelming—and add complexity to your decision making. Schwab Advisor ProDirect™ clears a pathway for achieving your vision with a guided, step-by-step approach. Download our guide to learn how the program can help you launch with confidence and start growing from day one.

Why Schwab Advisor ProDirect™?

This is the moment you've been waiting for. With Schwab Advisor ProDirect™, you get the complete package to help you thrive in independence—from the moment you decide to make the transition and at every stage of your business's growth.

This is the moment you've been waiting for. Day by day, step by step, you've made your way to this point. Now you're ready for what comes next. And with an experienced guide by your side, what's next for you could be more of what you want in your firm. More freedom, more control, more growth.

That's why we created Schwab Advisor ProDirect™.

[On-Screen Text: Schwab Advisor ProDirect™ | Fast track your move to growth] 

A program designed to position yourself for growth, optimize your operations and simplify your transition. Building long term value.

While serving as a custodian to over 15,000 independent Registered Investment Advisor firms for more than 35 years, we've studied what makes Top Performing Firms successful.

Schwab Advisor ProDirect™ members get the competitive edge of our experience, so you can focus on what matters: building a thriving, client-centric firm without sacrificing control or ownership.

How?

Schwab Advisor ProDirect™ provides you with advanced proprietary tools and a dedicated team offering coordinated, strategic consulting, resources, and support to help you scale smarter and aim to reach your goals.

Together, they'll provide:

  • Proven strategies that can drive new momentum,
  • High-touch help to streamline operations,
  • Expert guidance to simplify your move,
  • Dedicated consultants who bring clarity,
  • Curated, scalable solutions to help you power your firm.

Plus–no matter where you are on your journey to independence–Schwab Advisor ProDirect™ provides you with access to an exclusive network of growth-focused advisors.

Ready to fast track your move to growth with Schwab by your side?

Contact a Business Development Officer today to get started.

[On-Screen Text: Schwab Advisor ProDirect™ | Contact us | 1-877-687-4085 or advisorservices.schwab.com]

[On-Screen Text: Charles Schwab | Own your tomorrow®]

Video Transcript

Schwab Advisor ProDirect™: Accelerate Your Growth

This is the moment you've been waiting for. Day by day, step by step, you've made your way to this point. Now you're ready for what comes next. And with an experienced guide by your side, what's next for you could be more of what you want in your firm. More freedom, more control, more growth.

That's why we created Schwab Advisor ProDirect™.

[On-Screen Text: Schwab Advisor ProDirect™ | Fast track your move to growth] 

A program designed to position yourself for growth, optimize your operations and simplify your transition. Building long term value.

While serving as a custodian to over 15,000 independent Registered Investment Advisor firms for more than 35 years, we've studied what makes Top Performing Firms successful.

Schwab Advisor ProDirect™ members get the competitive edge of our experience, so you can focus on what matters: building a thriving, client-centric firm without sacrificing control or ownership.

How?

Schwab Advisor ProDirect™ provides you with advanced proprietary tools and a dedicated team offering coordinated, strategic consulting, resources, and support to help you scale smarter and aim to reach your goals.

Together, they'll provide:

  • Proven strategies that can drive new momentum,
  • High-touch help to streamline operations,
  • Expert guidance to simplify your move,
  • Dedicated consultants who bring clarity,
  • Curated, scalable solutions to help you power your firm.

Plus–no matter where you are on your journey to independence–Schwab Advisor ProDirect™ provides you with access to an exclusive network of growth-focused advisors.

Ready to fast track your move to growth with Schwab by your side?

Contact a Business Development Officer today to get started.

[On-Screen Text: Schwab Advisor ProDirect™ | Contact us | 1-877-687-4085 or advisorservices.schwab.com]

[On-Screen Text: Charles Schwab | Own your tomorrow®]

Learn from Top Performing Firms to help accelerate your growth

Our annual RIA Benchmarking Study found that Top Performing Firms—those that rank in the top 20% of the Firm Performance Index—have typically demonstrated more robust growth than other firms.1 Schwab Advisor ProDirect™ applies our knowledge of what it takes to become a Top Performing Firm to help you create an action plan to get there faster. Top Performing Firms achieve:

2.0x more AUM growth
2.0x more revenue growth
2.6x more client growth

Frequently asked questions

For every client, we begin with our Four Dimensions of Modern Independence consultation. Through that process, we'll help you explore whether Schwab Advisor ProDirect™ is the right fit or whether another approach makes more sense for you.

Your team includes ongoing support from a Relationship Manager and service team who are with you at every step. From planning to launch, you'll have dedicated Transition, Conversion, and Growth Consultants to help you get your firm started. And once you're up and running, your Growth Consultants and Community Manager will work closely with you to help you continue to position your firm for growth.

Membership to Schwab Advisor ProDirect™ is offered at a competitive price point, billed in quarterly installments of $5,250. Services provided by third-party providers will be billed by those individual firms and are not included in the quarterly Schwab Advisor ProDirect™ fee.

Our focus is on helping advisors who are turning independent so they can build a strong foundation for growth. Supporting clients who have already launched and are looking for additional support is a natural next step. While we aren't announcing specifics just yet, stay tuned as we continue to roll out the program over the coming months.

You're one step away from moving ahead with confidence

Get in touch with a Business Development Officer to learn how Schwab Advisor ProDirect™ can help you reach your goals faster and lay the foundation for becoming a Top Performing Firm.

(0725-744S)

1. 2025 RIA Benchmarking Study. Based on median compound annual growth rates (CAGRs) from year-end 2019 through 2024 for Top Performing Firms versus all other firms.

Top Performing Firms are those that rank in the top 20% of the Firm Performance Index. The index evaluates all firms in the study according to 15 metrics to arrive at a holistic assessment of each firm's performance across key business areas. Past performance is not an indicator of future results. 2025 RIA Benchmarking Study from Charles Schwab, fielded January to March 2025. Study contains self-reported data from 1,288 firms.

About the 2025 RIA Benchmarking Study from Charles Schwab
Schwab designed the RIA Benchmarking Study to capture insights in the RIA industry based on survey responses from individual firms. The 2025 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Fielded from January to March 2025, the study contains self-reported data from 1,288 firms that custody their assets with Schwab and represents over $2.4 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firms.

Past performance is not an indicator of future results.

Schwab Advisor ProDirect™ membership is subject to terms and conditions of Schwab Advisor ProDirect™ Member Agreement.

Schwab could have a business relationship with certain third-party providers ("Providers") or their affiliates. You are solely responsible for performing your own due diligence on any Provider prior to engaging or entering into a contract with such Provider. Schwab cannot guarantee any specific outcome or result and bears no responsibility for the output or outcome related to your decision to use any Provider and/or services offered by a Provider affiliate.

For general informational and educational purposes only.