The right custodian has never been more important
You have more opportunities in the independent Registered Investment Advisor (RIA) industry than ever before. But with that comes more complexity. That's why you need a custodian who does more than just custody. At Schwab Advisor Services™, we're committed to helping you do what's best for your business and your clients.
What to look for in a custodian
Your business needs more than custody to thrive. You need a custodian who can offer you the support and flexibility you need to do your best work. One that not only understands your vision, but is willing to roll up their sleeves and help you achieve it. Check out our workbook for in-depth questions to consider when evaluating a custodian.
Experience serving RIAs like you
It's something that can't be replicated. Look for a custodian with a track record of helping advisors move their businesses forward—plus the in-house resources and connections to help them succeed.
Innovative technology
The right technology can help you serve better, grow smarter, and free you up to spend your time with your clients. The right custodian enables you to create your ideal tech stack for your business.
Wealth services built around your needs
Your custodian can empower you with the high-value services you want and your clients demand—like automated portfolio rebalancing, tax-efficient trading, and advanced investment strategies—plus a team of professionals to help you simplify the complex.
Power to help you grow
Staying sharp means staying connected to new ideas, a community of peers, and a strong talent pool. A good custodian keeps you tapped into networking and educational opportunities that can help take you further.
Foundational strength you can build on
Building your business with Schwab means working with a custodian who understands your needs—and has the capabilities and professionals to support them.
Not all custodians are created equal
Put us to the test. Ask a Schwab Business Development Officer about the experience, technology, insights, and value we can offer to your RIA firm.
All conversations are completely confidential.
1. This protection does not cover fluctuations in the market value of your securities. Account protection is not provided by SIPC for the accounts of banks or broker/dealers maintained for their own accounts.
2. SEC Filings, August 2025.