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.

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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.

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  • 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. Half of the scholarships will be awarded to underrepresented and diverse recipients.

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

—Mike Ferman, RubinBrown Advisors, LLC

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

—Rebecca Pomering, Moss Adams Wealth Advisors

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Program overview

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

(0821-1WV0, 0222-2BAL)

For informational purposes only.

The above-mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

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

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.