Peer Insights
Get the latest news on industry trends—straight from other Registered Investment Advisors (RIAs).
Advisors weigh in on the future of the RIA industry
Knowing what your peers are planning for is a good way to keep yourself updated on industry trends and help your firm stay competitive. See what other advisors are saying about the future of the RIA industry in our latest Independent Advisor Outlook Study.
Advisor-approved tech tips
How are your peers building digital-forward firms? We asked four advisors how they are using tech to boost their efficiency, build their business, and create a better client experience.
RIA Benchmarking Study
It's never been easier to see how your firm measures up against your peers. Well over 1,000 firms participate in Schwab's annual RIA Benchmarking Study—representing more than $750 billion in assets under management. Explore the results alongside our deep insights, designed to help guide your strategic decisions.
Your RIA questions answered
Have questions about going independent? In our Independent Perspectives video series, we've brought together a diverse group of industry experts and advisors at RIA firms to answer your biggest questions about the model and life as an independent advisor.
Independent Advisor Studies
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RIA industry M&A: Behind the numbers
The volume of mergers and acquisitions (M&A) continues to set new records. Gain a better understanding of the current M&A landscape in our semi-annual report.
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Independent Advisor Sophomore Study
Did you know that most advisors who go independent wish they'd made the move sooner? Find out what advisors who recently went independent had to say about their experiences.
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Learn what we can do for you
As a Schwab client, you can tap into a wealth of actionable insights and practical resources designed to help you take your business to the next level.
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Make your move today
Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.
Our conversations are always confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition.