RIA Talent Advantage®
The modern investor is changing. We can help you build and retain a team that meets evolving client needs.
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.
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 fifteen $15,000 scholarships.
We encourage applications from students demonstrating a strong academic record, a passion for the RIA industry, and a commitment to making a positive impact in the profession.
"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.
This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to any party that is not an institutional investor.
For general informational and educational purposes only.
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.
The RIA Benchmarking Study from Charles Schwab contains self-reported data from advisory firms that custody their assets with Schwab. Schwab does not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. Past performance is not an indicator of future results.