Is Going Hybrid Right for You?

Your clients' needs are constantly evolving. Fortunately, there is a range of business models that can help you keep pace. See whether the hybrid solution is your path to enhanced client service and business growth.

If you like your brokerage business, you could keep it as you go independent. With access to turnkey technology and back-office support from a broker-dealer, the hybrid Registered Investment Advisor (RIA) model is a compelling option for advisors who want a mix of flexibility and convenience. 

This guide offers important considerations and questions to help you determine whether going independent as a hybrid RIA is the right move for you:

  • What is your business objective?
  • What is your investment philosophy?
  • What support will you need?
  • What are your economic and ownership goals?
Cover of "Going RIA and keeping your brokerage business"

Complete this form to download the white paper

This form helps us connect you with the right people to answer any questions you have about making the move to independence. We’ll also send you insights from Schwab Advisor Services™.

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The RIA Roadmap walks you through the stages of creating your firm, including defining a business strategy, setting up your office space, and transitioning your clients with you. This guide also highlights the Schwab support you can count on during your transition.

The RIA Roadmap
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