Once you move to independence you never look back.

Many large teams have successfully made the move to the Registered Investment Advisor (RIA) model. With Schwab's support at every step, you won't do it alone. Download our white paper to learn why the next great investment firm will be an RIA.

Complete this form to download the white paper

This form helps us connect you with the right people to answer any questions you have about making the move to independence. We’ll also send you insights from Schwab Advisor Services™.

 

Independent Advisor Stories

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

RIA Calculator tool
  • 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).

  • 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.

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Natalie Picha, James Fields, and Helen Semus are clients of Schwab and were not compensated for their comments. Schwab paid travel-related costs. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.

 

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.

 

 

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