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 and open doors for future talent within the independent Registered Investment Advisor (RIA) industry.
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Scholarship details
In celebration of our scholarship's fifth anniversary, we're increasing the number of recipients from 10 to 15 undergraduate students, raising the scholarship amount from $10,000 to $15,000, and continuing to provide a mentorship opportunity with an industry leader for each scholarship winner.
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Important dates
March 3, 2025
Student scholarship application opensMay 2, 2025
Student scholarship application deadlineAugust 2025
Winners notified
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.
"Aside from lessening my family's financial burden of putting me through school, this scholarship also puts me one step closer to my goal of being a financial advisor."
Marvin Davies IV, CFP
2022 RIATA Student Scholarship Winner
Associate Wealth Advisor, Colony Group
Help spread the word
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.
Share the application link with students in your network and community who are interested in the RIA profession.
About Charles Schwab Foundation
Charles Schwab Foundation is an independent nonprofit public benefit corporation, funded by The Charles Schwab Corporation and 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. (member SIPC) nor its parent company, The Charles Schwab Corporation. Its mission is to educate, volunteer and advocate on behalf of those in need so that everyone has the opportunity to achieve financial well-being.
The Charles Schwab Foundation is a nonprofit, private foundation, 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. (member SIPC) nor its parent company The Charles Schwab Corporation.
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.
Schwab is not responsible for the content on ISTS. Please note that Schwab does not endorse these sites or the products and services you might find there.
The content presented is intended for informational purposes only.