Where is the industry headed? See what RIAs have to say

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Our Independent Advisor Outlook Study reveals how RIAs feel about growth, market volatility, and more. View the Findings.


Schwab surveys independent advisors twice a year
to get their views on the industry.

What are they saying?

Advisors are confident about their businesses.

Advisors expect an
average increase of 41%
in net new assets
driven by organic growth.

65% of advisors are concerned
about the impact of market weakness.

To weather economic uncertainty, advisors are:
Streamlining operations
Increasing sales and marketing
Updating technology

What else are advisors doing to prepare?
View the Independent Advisor Outlook Study.

Charles Schwab