Advisor Services

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Advising HNW and Institutions

Submitted by Brian.Lavelle on November 9, 2017

High-net-worth (HNW) individual and institutional investors navigate highly complex financial realities and view their time as a precious commodity. They need a trusted advisory experience that allows them to act boldly, move quickly, reclaim more of their time, and do more with their assets.

Schwab Advisor Services™ can help you earn greater confidence and trust from wealthy investors and institutions. We deliver the industry-leading resources—including comprehensive reporting, innovative technology, practice management, and industry expertise—you need in order to provide exceptional guidance for HNW individual and institutional clients.

Our expertise runs deep:

  • $366 billion in total assets custodied with Schwab Advisor Services by households with $20 million or more1
  • $263 billion custodied in institutional accounts,2 and $62 billion custodied in endowment accounts3
  • The industry’s leading custodian for independent advisors, with more than $1.6 trillion in assets and over 3 million accounts4

HNW Investors

With Schwab, you have access to the resources you need in order to build and execute a unique investment strategy for your HNW clients. Our experience serving them—and advisors like you—frees you up to spend more time helping your clients design the future they want.

Backed by Schwab's open architecture platform—one of the largest trading platforms in the industry —our broad range of products and personalized services equip you to help wealthy clients safeguard their wealth and reach their financial goals. We offer flexible access to account data, mobile tools, and 24/7 support to help you and your clients preserve more time.

Explore our brochure for HNW individual investors, The Power of Possibility, and learn how your clients could benefit from the support and resources Schwab provides as their custodian.

Institutional Investors

Schwab Advisor Services supports thousands of institutions—including universities, hospitals, foundations, and government entities—with access to specialized resources and support for independent advisors.

Through Schwab, you and your institutional clients have access to customizable reporting tools, an open architecture trading platform, and guided insights from our in-house experts. Additionally, we provide personalized support and flexible account access in order to help you work efficiently and make informed investment decisions.

Explore our brochure for institutional investors, Maximize the Possibilities Ahead, to learn how you and your clients can leverage Schwab's open architecture platform, comprehensive reporting services, and industry expertise.



1. Advisor Services statement equity data, October 2018.
2. As of October 31, 2018. Excludes qualified retirement assets.
3. As of October 31, 2018. Endowment account based on NAICS code associated with each account.
4. As of June 2018.