Peer Insights

Peer Insights

Learn about industry trends, growth strategies, and new opportunities for your firm through the experiences and perspectives of other advisors.

Independent Advisor Outlook Study

Semiannual Schwab study capturing opinions and insights from hundreds of RIAs related to industry trends, opportunities, and strategies for growth.

View the Latest Findings
See the Previous Findings
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RIA Benchmarking Study results

Schwab's annual RIA Benchmarking Study makes it easy to see where your firm stands in critical business measures relative to your peers. Well over 1,000 firms participate annually—representing more than $750 billion in assets under management—to gain deep insights that help guide their strategic decision-making.

Learn More About the Study and Review the Latest Findings

Mergers and acquisitions

Understand the current landscape as the industry matures using Schwab's semiannual research. If your firm's ready to take action, our listing service can help you connect with potential opportunities.

View the Latest Research

RIA Firm of the Future Study

Future-focused advisors share their perspectives on the road ahead and weigh in on the most critical opportunities for RIAs to maintain viability and sustain growth.

See Schwab's Study Results
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