Going Independent
With more control and the flexibility to set priorities, independence isn’t just the logical next step in a successful career—it’s what you’ve been building toward for years. Schwab helps Registered Investment Advisor (RIA) firms of all sizes follow their own blueprints.

Busting RIA myths
There are many misconceptions about becoming an independent RIA. Get the facts straight before choosing your path forward.

Why the future is bright for RIAs
The independent RIA movement is growing—and so is the potential for financial rewards. Follow the story of growth, and see how advisors like you are reshaping the financial landscape.

Quick insights from RIA industry leaders
Successful breakaways were once reserved for trailblazers and entrepreneurs. Not anymore. When it comes to independence, there’s what you thought you knew—and what you need to know now.
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Pursue what matters most
For many, independence is about seizing control of their careers and lives. As managing director of Three Bridge Wealth Advisors, Brett Sharkey can deliver more personal service to the clients who have trusted him with the future of their families.
Carve your own path as an independent advisor
Carve your own path as an independent advisor
Why Schwab
Why Schwab
Home to advisors of every kind.
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Understanding the advantages
RIA industry assets have grown steadily for over a decade.1 Find out why you shouldn't wait to join the movement.
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Choosing the right path
There are many ways to go independent. Explore the options, and learn the important questions you should ask to find the path that's best for you and your clients.
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The support you need
As an advisor at an independent RIA firm, you can choose from a robust, world-class menu of innovative providers to help you build something great.
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Every journey begins with a conversation. Get answers today.
Talk to a Schwab Business Development Officer to learn how we can help you get to where you want to be.
All conversations are completely confidential.
1. The Cerulli Report: U.S. Intermediary Distribution 2018, Exhibit 2.07.