Our two organizations are coming together, combining the extraordinary knowledge and energy of our people and companies, united in our passion for serving independent advisors and their clients. No matter if you're just beginning your journey or you're well on your way, we pledge that you will get our very best.

This is our commitment to you and to every client we serve.

Industry-leading custody services, with no AUM minimums, no custody fees – and no intention to raise them

Because we believe that every firm of every size deserves world-class support.

Best-in-class technology and open architecture, including a rapidly growing network of third-party providers

We give you freedom to choose technology that fits the way you want to work.

The best and the brightest service professionals in this industry

With deep experience helping firms just like yours, and a commitment to seeing the world through your eyes.

In-depth practice management consulting and insights for every firm on our platform

From our industry-leading RIA Benchmarking Study to cybersecurity resources and more, we help you grow and stay on the leading edge.

An account opening process that is digital and streamlined

We're making conversion easy for you with a digital account opening process, so you can bring clients on board securely with just a few clicks.


We welcome your thoughts

See what others advisors like you are asking with frequently asked questions. Don't see the answer you need? Let's talk. Fill out this form and we'll be in touch.

 

Frequently asked questions

Frequently asked questions

Is it true that Schwab does not charge custody fees or require minimum AUMs?
Is Schwab committed to serving advisors with under $100 million in AUM?
What is Schwab Advisor Services' commitment to advisors?
What are Schwab Advisor Services’ technology and product offerings?
If you currently custody with Schwab or TD Ameritrade, what happens next?
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TD Ameritrade Institutional, Division of TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

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