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.

  • 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.

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.

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.

Two investment advisors discuss the importance of sustainable growth in the future.