Plan your move

As an independent Registered Investment Advisor (RIA), you can move forward faster. See how Chris Baker, principal of Baker & Associates in Irvine, California, grew her business and created the life she wanted by embracing the RIA model.

Watch the whole series


  • The RIA Channel is Accelerating

    More revenue. More AUM. More advisors.

  • Why Independence?

    Read the Exploring Independence white paper to discover how you can fast-track your success as an RIA.


  • Follow us on LinkedIn

    Join the conversation about independence.

  • Experience the Schwab difference

    Learn what working with the leading custodian can mean for you and your clients. 


These videos are produced by Charles Schwab & Co., Inc. and are intended solely for investment professionals. The information is for general informational purposes only and is not intended to provide specific financial, investment planning, tax, compliance, regulatory, or legal advice. For further information, contact professionals in their respective fields for assistance. 

Chris Baker and Baker & Associates are not affiliated with or supervised by and are not employees of Schwab.

Experiences expressed are no guarantee of future performance or success, and they may not be representative of your experience. 

They should not be consulted as a recommendation, endorsement of, or sponsorship of Schwab. The views expressed are those of the third party and are provided for informational purposes only. 

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