Insights & Ideas

Peer Insights

Learn about industry trends, growth strategies, and new opportunities for your firm through the experiences and perspectives of other Registered Investment Advisors (RIAs).
 

An investment advisor reflects on the latest industry insights and strategies.

Independent Advisor Studies

  • Independent Advisor Outlook Study

    This semiannual Schwab study captures opinions and insights related to industry trends, opportunities, and strategies for growth from hundreds of RIAs.

    View the Latest Findings

  • Independent Advisor Sophomore Study

    Schwab Advisor Services™ released the results of a study that looks at the motivations, mindsets, and experiences of investment advisors who have recently made the transition to the independent model ("sophomores").

    View the Survey Results

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
RIA Benchmarking Study results

Mergers and acquisitions

Mergers and acquisitions

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

View the Latest Research

Charles Schwab Firm of the Future Study

Future-focused investment 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
Two investment advisors discuss the importance of sustainable growth in the future.
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The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. 

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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