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RIA Talent Advantage® Student Scholarship

Committed to the future of our industry

Schwab Advisor Services in partnership with Charles Schwab Foundation have created the RIA Talent Advantage Student Scholarship to help remove financial barriers, advocate for diversity, and open doors for future talent within the independent Registered Investment Advisor (RIA) industry.

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Who should apply?

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. Ideal candidates should be in good standing with an accredited four-year institution and in their freshman, sophomore, or junior year of study.

Through our scholarship program, we are seeking to cultivate a pipeline of talented individuals from various backgrounds, cultures, and educational experiences. We recognize that financial constraints can hinder the pursuit of higher education, and we aim to alleviate these burdens by providing financial assistance to deserving students.

75 percent of RIA firms plan to hire in 2023.

Help spread the word

University faculty and staff: share the application link with your students and encourage them to apply

Advisors: share the application link with clients whose children are pursuing a degree in financial planning or are interested in the RIA profession. Ask your clients to share with their networks.

About Charles Schwab Foundation

Charles Schwab Foundation is a private, nonprofit organization funded by The Charles Schwab Corporation. Its mission is to create positive change through financial education, philanthropy, and volunteerism. Charles Schwab Foundation is classified by the IRS as a charity under section 501(c)(3) of the Internal Revenue Code. The Foundation is neither a part of Charles Schwab & Co., Inc. nor its parent company, The Charles Schwab Corporation.

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1 Results for all firms with $250 million or more in AUM. 2023 RIA Benchmarking Study, fielded January to March 2023. Study contains self-reported data from 1,300 firms. 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.

2 Excludes responses where demographic information was not shared or not available. 2023 RIA Benchmarking Study, fielded January to March 2023. Study contains self-reported data from 1,300 firms for the main study and 1,044 firms for the compensation section. 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.

By selecting "apply now" you will be directed to the website for International Scholarship and Tuition Services, Inc. ("ISTS"). ISTS is a separate company not affiliated with Charles Schwab & Co., Inc. ("Schwab"). Schwab is not responsible for, does not endorse, or guarantee the contents, information, or privacy policies of ISTS or the security of accessing the ISTS site.

Program administered by International Scholarship and Tuition Services, Inc. (ISTS), a separate company not affiliated with The Charles Schwab Corporation and affiliates. Charles Schwab & Co. and ISTS are separate, unaffiliated companies and are not responsible for each other’s policies or services.