A celebration of independence
Schwab Advisor Services™ is proud to launch National RIA Day—a day dedicated to increasing awareness of independent advice and celebrating the people advancing the profession. Save the date.
What is National RIA Day?
National RIA Day celebrates independent advisors, elevates their impact, and inspires the profession's next generation. It recognizes the trust you build, the legacies you protect, and the fiduciary commitment that sets independent advice apart.
Independence is helping shape the future of wealth management
United by a fiduciary commitment
How to make the day yours
Whether you're an advisor, university, or part of the next generation of talent, National RIA Day is a day to take action. Strengthen your community, amplify what you do, explore the profession, and join us in making this an opportunity for connection. Here are ways to get involved.
For advisors: Showcase the value of independent advice
Independent advice can make a lasting difference. National RIA Day is your moment to help more people see it.
- Pass the torch: Partner with a local college or university to introduce students to RIA careers through a hosted panel discussion, mentoring, or job shadowing.
- Thank your clients: Send a National RIA Day message thanking clients for the trust they place in your team and sharing what their partnership makes possible.
- Serve your community: Mark National RIA Day by inviting clients and colleagues to support a charitable or financial literacy initiative connected to your firm's values.
For students: Discover a career grounded in trust
Being an independent Registered Investment Advisor (RIA) is more than just a job. You can have a lasting impact on clients' lives. Learn more about this fulfilling career path where you can be your own boss.
- Explore internships: Learn about RIA careers and check out Schwab's RIA Intern Program.
- Connect with real professionals: Meet RIAs in your area to learn more about how they launched their careers.
- Apply for scholarships: Explore the RIA Talent Advantage® Student Scholarship.
For universities: Connect students with a growing and rewarding career path
Help your students launch rewarding careers in an industry that is eager to welcome the next generation of talent.
- Host a career event: Be a part of National RIA Day by hosting an event at your school designed to create connections between students, faculty, and RIA firms.
- Build relationships: Bring local RIA firms and your students together to explore training, internships, and networking.
The future of independent advice
Being an independent advisor is a calling rooted in human connection. Schwab is proud to help mentor rising talent and help open doors for the next generation of advisors.
National RIA Day is one day. Our commitment to RIAs is every day.
We look forward to supporting, advocating for, and elevating this powerful profession for many more years to come.
Take the next steps
Exploring Schwab and the RIA model?
Discover why so many advisors celebrate the power of independent advising. Connect with a Schwab Business Development Officer today to see what's possible for your practice.
Already an advisor with Schwab?
Bookmark this page and check back before the first National RIA Day in 2027.
1. About the 2026 RIA Benchmarking Study from Charles Schwab
Schwab designed the RIA Benchmarking Study to capture insights in the RIA industry based on survey responses from individual firms. The 2026 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Fielded from January to March 2026, the study contains self-reported data from 1,236 firms that custody their assets with Schwab and represents over $2.5 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firms.
Past performance is not an indicator of future results.