Schwab Advisor Services

RIA Talent Advantage®

The modern investor is changing. We can help you build and retain a diverse team to meet evolving client needs.

RIA Talent Advantage®

The key to a successful firm—its people

Is your firm prepared to serve the unique needs of diverse investors? Schwab Advisor Services™ can help your firm attract, develop, and retain the right talent. Look to our tools, resources, and insights to guide you in creating a committed and inclusive team.

Building diversity

Discover what it means to create an inclusive culture.

Recruiting talent

Explore the key components of an effective recruiting strategy.

Developing talent

Review best practices and resources for developing your workforce.

Explore resources

Access information to assist you with building your team.

RIA Talent Advantage® Student Scholarship

Undergraduate students seeking a major or minor in financial planning—and ultimately a career in the RIA profession—are invited to apply for one of twelve $10,000 scholarships. Applicants from diverse racial, ethnic, gender, and generational backgrounds are encouraged to apply.

Work team in discussion.

"This is a business of relationships, so the right people, skills, and attitude are very important."

—Mike Ferman, RubinBrown Advisors, LLC

"We believe the more we look like our clients and our prospects, the more successful we'll be."

—Rebecca Pomering, Moss Adams Wealth Advisors

CTA - Program overview

Program overview

Learn how Schwab Advisor Services can help your firm attract, develop, and retain the right talent.


The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.

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Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third-parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.