M&A Listing Service

Schwab's M&A Listing Service is a national database that makes it easy for independent investment advisors to connect with firms interested in acquiring or selling their firm, or merging with another firm.

Key Features

  • Easy-to-complete online listing profile
  • Searchable database of potential transaction partners
  • Message Center for direct and confidential communications with firms of interest
  • Automatic email alerts about new listings

Getting Started
Create your listing in less than 20 minutes with three easy steps:

  1. Create a personal access code and provide contact details
  2. Enter information about your firm
  3. Profile your ideal transaction partner

Create Your Seller/Merger Listing

Use our Listing Worksheet to help you gather the right information.

Frequently Asked Questions