Tools & Resources
The inspiration and support you need. Make your move to independence—with confidence.
Insights for independence
Imagine your own path to independence. Explore tools, articles, statistics, and stories from advisors like you.
RIA facts and figures
Moving to independence: The growth trajectory of RIAs
The independence movement is growing—and so is the potential for financial rewards. Follow the story of RIA growth and see why advisors are making the move.
RIA Economic Discovery Tool
Keeping more of what you earn is one of many compelling reasons for going independent. Explore your earnings potential.
Busting RIA myths
There are many misconceptions about becoming an independent RIA. Get the facts straight before choosing your path forward.
Understanding the movement
There are more advantages to becoming an RIA than ever before. Be sure you're in the know.
Mastering the moment
Learn how powerful forces have created opportunities uniquely suited to independent investment advisors.
Choosing independence can be the most important factor in accelerating your career, especially when transitioning as part of an elite team.
Charting your own course
What will it look like to chart your own course to independence? Review the five core RIA models.
Going independent as a hybrid RIA
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.
The RIA Roadmap
Our essential guide, with contributions from industry-leading experts, helps you chart a course to running your own firm, from planning to account conversion and managing day-to-day operations.
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.