Serving the spectrum of advisors
World-class support comes in all sizes. Our insights and experience help a wide range of independent Registered Investment Advisors (RIAs) provide excellent client experiences as they work to bring their practice to new heights. Whether you're part of a niche firm, elite team, or family office, you'll find specialized services to help you strive to exceed client expectations and grow your practice.
Aim to elevate your practice with exceptional support
Offer your clients the level of service that they've come to expect while enjoying the freedom of the independent RIA model. Count on our deep bench of experience to help you satisfy clients and work to seize new opportunities for growth.
Navigate the challenges of ultra-wealthy clients
Tap into institutional-grade services as an independent RIA. We put our scale to work to help you meet the complex demands of high-net-worth (HNW), ultra-high-net-worth (UHNW), and institutional investors.
Meet complex financial needs and strive to exceed expectations
We understand the unique challenges that come with running single- and multi-family offices. Your Schwab Advisor Family Office team connects you to customized, high-touch services tailored to wealth preservation and legacy building. Let us be your first call so you can be theirs.
"Schwab and our firm share the culture of innovation. That's been helpful for us as individuals, for our firm, and, most importantly, for our clients."
—Steve Braverman, Co-Founder of Pathstone
Insights to help you build your practice, your way
Independence means that you get to decide for yourself what work looks like, whether you’re a breakaway advisor or part of a family office or elite team. Our white papers distill years of data and lived experience from Schwab professionals into actionable takeaways that can help you bring your vision to life.
Find stability and scale no matter your AUM
Build a strong foundation for your firm with solutions that help you deliver results. From safely administering transactions to setting up systems to help you work efficiently, we have what you need to help grow your business and serve your clients.
Solutions for your practice
Drive more value for your clients with tools and resources from Schwab, like our open architecture investment platform, leading-edge trading technologies, and business solutions.
Choosing a custodian
The right custodian is one you can trust—with your assets, your clients, and your business growth. Learn about our approach to asset safety and our depth of industry experience.
Take your next steps toward independence
A Schwab Business Development Officer can connect you to resources and information that can help you achieve your goals. Reach out to learn how we can support you, wherever you are in your business journey.
Steve Braverman is a client of Schwab and was not compensated for his comments. Schwab paid travel-related costs. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.