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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.

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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

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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.

  • Video: Dream Big

    Why they made the move

    Picture it. Your name on the building. You're in charge. Doing what's best for your clients and growing your business on your terms. Why keep dreaming? Every year, advisors like you seize the opportunity for more freedom, more growth, and more potential.

  • Cover "3 reasons to go independent"

    3 reasons to go independent

  • Cover "3 RIA misperceptions"

    3 RIA misperceptions

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Ready to talk?

On their terms

The freedom of independence means something a little different to everyone. Hear advisors tell their own stories about why they made the move.

The potential value of independence

Keeping more of what you earn is one of many compelling reasons for going independent. Explore your earning potential.

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Busting RIA myths

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

Fact vs Fiction Going to the truth about the independent model

Why Schwab

Why Schwab

Home to advisors of every kind.

Learn more

  • 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.

  • 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.

  • 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.

Contact

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.

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1.    The Cerulli Report: U.S. Intermediary Distribution 2018, Exhibit 2.07.