Understanding the Advantages
The ability to better serve clients is the number one reason advisors like you make the move to independence.* Now, more than ever, may be the best time to plan your vision for your firm.
Making the most of independence
After leaving their previous firms for the RIA model, two investment advisors are discovering what independence means to them. Find out why they aren’t looking back.
Watch video: Unscripted: RewardsWhat would you do differently if you could create the client experience you want? Investment advisors Eric Rosel and Sarah Keys took control to make the most of independence.
Watch video: Unscripted: CultureWork-life balance can be hard for investment advisors to achieve. By shifting to the independent RIA model, Sarah Keys and Eric Rosel were each able to shape their own firm’s culture.
5 reasons top-tier teams are breaking away
The financial landscape has changed significantly and in ways that could benefit advisors who go independent.
There are more advantages to becoming a Registered Investment Advisor (RIA) than ever before. Be sure you're in the know.
Choosing independence can be the most important factor in accelerating your career, especially when transitioning as part of an elite team.
Ready to talk?
The power of choice
Moving to the independent RIA model gives you the opportunity to build a firm that best serves your clients.
Success on their terms
These advisors made the decision to go independent—and never looked back. Hear how launching their firms changed their lives for the better.
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.
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.
Making the transition
Moving to the independent RIA model can be an incredibly rewarding process. We're there to support you at every step.
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.
*Charles Schwab Independent Advisor Sophomore Study, 2018.