Once you move to independence you never look back.
We're entering a dynamic decade where old ways of doing business are being challenged and replaced. Learn how these powerful forces are creating opportunities uniquely suited to independent investment advisors.
Independent Advisor Stories
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Watch video: Sarah Keys
"The RIA model gave us the best of two worlds. We're the boutique firm we hoped we'd become, and we have access to all the tech and resources we knew we needed."
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Watch video: James Fields
"You make the move to the RIA model, and you get to keep more of what you earn. And you get to do it in a way that you believe is right for your clients. It's that simple."
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Watch video: Helen Semus
"We were on a roll as IBD advisors, but the model held us back. If you want full control of your firm, I believe independence as an RIA is the only answer."
Schwab Services for Elite Advisor Teams
Schwab Services for Elite Advisor Teams
Top-performing teams are going independent at an increasing rate1. Find out why and learn how we can help your team redefine what it means to be a financial advisor.
Keep more of what you earn
Want to estimate the financial benefits you might get as an independent Registered Investment Advisor? Use this easy online tool and get a customized report
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Mastering the Moment
Few business models can offer the strength and flexibility this moment demands. Learn why the next great investment firm will be a Registered Investment Advisor (RIA).
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Your path to independence begins here
Take the first step toward the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help you.
1. The Cerulli Report, U.S. Intermediary Distribution 2018, Exhibit 2.05.
*The Economic Discovery Tool (Tool) is intended solely for use by investment professionals. Please see: "Terms of Use and Important Information" prior to using the tool. The Tool simulates the pro forma financial results of various hypothetical scenarios for establishing, operating, joining and/or selling an investment advisory practice or firm and compares those simulated outcomes to various alternatives. The scenarios and alternatives covered are not exhaustive and may not be representative of those you actually encounter. Moreover, the simulated pro forma results are materially dependent on various assumptions and inputs, some of which are made and specified by you and some of which are static. These assumptions and inputs may not reflect actual circumstances, and thus the Tool is inherently limited and intended for general informational purposes only. The simulated pro forma results do not reflect, and are not guarantees of, actual or future results. Your actual results may be materially different than those simulated. Schwab makes no warranty of the accuracy or completeness of the Tool or the simulated pro forma results and shall have no liability for your use of the Tool. The Tool is not intended to provide financial, investment, legal, tax, or regulatory compliance advice. You are urged to consult your own professional advisors.