Accelerate Your Career

The Registered Investment Advisor (RIA) movement is gaining speed. A community of support is growing around it. We can help fuel your team's independence.

Your elite team excels at helping clients get the most out of financial opportunities. Even greater opportunities may await you and your clients when you go independent. The RIA model attracts more assets—and clients—each year. A record number of RIAs now manage $1 billion or more in assets.1

The industry has been redefined by the desire to take control, increase earning potential, and better serve clients. Our white paper reveals the story behind the movement so that you can:

  • Discover the converging forces fueling the RIA movement
  • Learn the advantages teams gain in the RIA model
  • Explore the highly evolved support ecosystem
  • See why experts are calling this the dawn of a new RIA era
Cover of “Forward momentum: Elite teams take the helm as RIAs”

Complete this form to download the white paper

This form helps us connect you with the right people to answer any questions you have about making the move to independence. We’ll also send you insights from Schwab Advisor Services™.

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1. The Cerulli Report: RIA Marketplace 2018, Exhibit 2.14.

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