
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.
details
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Scholarship details
- Awarding twelve $10,000 scholarships. Half of the scholarships will be awarded to underrepresented and diverse recipients.
- Undergraduate students:
- Pursuing a major or minor in financial planning, or
- Demonstrating their commitment to a career within the RIA industry.
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Important dates
March 21, 2023
Student scholarship application opensJune 1, 2023
Student scholarship application deadlineLate July 2023
Winners notified
Who should apply?
Ideal candidates should be in good standing with an accredited four-year institution and can demonstrate their pursuit of a career in the RIA industry. In addition, diversity scholarship applicants should be members of underrepresented groups such as: Black or African American; Hispanic or LatinX; American Indian, Alaska Native, or First Nation; Native Hawaiian or Pacific Islander; Asian; Middle Eastern or North African; Female; or Gender diverse.

Application best practices
Applicants can get a jump start on application materials by requesting university transcripts and identifying one or two contacts who can provide letters of recommendation.
Check out our best practices video to learn how to maximize chances of submitting a winning application.
Watch video: RIA Talent Advantage Student Scholarship: Application Best Practices
RIA Talent Advantage Student Scholarship: Application Best Practices
RIA Talent Advantage Student Scholarship: Application Best Practices
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.
1. Results for all firms with $250 million or more in AUM. The 2022 RIA Benchmarking Study, fielded January to March 2022, contains self-reported data from 1,218 firms that custody their assets with Schwab or TD Ameritrade. 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. The 2022 RIA Benchmarking Study, fielded January to March 2022, contains self-reported data from 1,218 firms that custody their assets with Schwab or TD Ameritrade. 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.
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.
Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational, and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender), provides banking and lending services and products.
TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.