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).

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.
-
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").
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.

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.