RETIRING: Mergers and Acquisitions Listing Service Tool
On March 31, 2020, we will be retiring the Mergers and Acquisitions Listing Service tool. At that time, you will no longer be able to log in to the tool to view listings, access previous communications, or send new communications to partners. New listings will not be accepted after March 10, 2020.


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