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Choosing the Right Path

Independence means doing things your way. For over 30 years, we've served as a guide for advisors navigating their way. With more business model options than ever, we can help you find the right one for you. 

Choosing the right path

On your team—a guide toward your goals

Your Schwab Business Development Officer (BDO) is the quarterback of your transition team. They have the answers and connections needed to help you make your dream firm a reality. Your BDO focuses on your goals, evaluates strategies, and helps lead the journey to independence.

On your team

5 business models for the modern RIA

What will it look like to chart your own course to independence? Review the five core Registered Investment Advisor (RIA) models.

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Keeping a foot in both worlds

Pursuing independence doesn't mean everything has to change. As a hybrid RIA, you have the flexibility to maintain both commission-based and fee-based business.

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Considerations for going independent as a hybrid RIA

Is the hybrid RIA model right for you and your clients? Learn the pros and cons of operating both a fee-based and a commission-based practice.

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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.

  • 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.

  • Making the transition

    Moving to the independent RIA model can be an incredibly rewarding process. We're there to support you at every step.

Contact

Get where you want to be

Talk to a Schwab Business Development Officer to learn how our innovation, insights, and resources can help you own your future and better serve your clients.
 
All conversations are completely confidential.

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(1019-9A6H)

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