Peer Insights

Get the latest buzz on industry trends—straight from other Registered Investment Advisors (RIAs).

An advisor smiling in front of a window

Featured content

Understand the current mergers and acquisitions (M&A) landscape, with the latest research from Schwab.

  • RIA industry M&A: behind the numbers

    M&A volumes continue to set new records. Get the story behind the headlines in our semiannual report.

  • 3 ways COVID-19 changed M&A

    The way deals are coming together may look different. But they're getting done. Here are some recent success stories.

  • Assets in motion

    Get the new research and key statistics on asset movement to the RIA industry, plus M&A volumes.

Cultivating your tech strategy: tips from other advisors

How are your peers building digital-forward firms? We asked four advisors for their advice. 

Read the Article >

See More Featured Perspectives >

Illustration of a person pointing to a computer

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.

Three investment advisors in front of a computer review the results of the annual RIA Benchmarking Study.

How I Became an Independent RIA: A financial advisor podcast

For many advisors considering independence, data and trends can reveal only so much. This podcast tells the human stories behind the key business decisions that led people to transition to the RIA model.

Listen to Wanting More: Work-life Balance >

Explore More Episodes >

An advisor works at a computer with headphones on.

Independent Advisor Studies

  • Independent Advisor Outlook Study

    Check out what your peers are saying about top-of-mind issues in the industry.

  • Independent Advisor Sophomore Study

    See what advisors who recently transitioned to the independent model had to share about their experiences.

Let our insights illuminate the path forward

Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.

All conversations are confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition.

An advisor smiles while talking on the phone at their desk.
(1221-1LM1)