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.

Check back in the new year for information on how to apply during our 2023 application period.

Meet the 2022 scholarship recipients >

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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.

78% of RIA firms are planning to hire in the next 12 months

Application best practices

Get a jump start on your application materials by requesting your university transcripts and identify one or two contacts who can provide letters of recommendation.

Check out our best practices video to learn how to maximize your chance of submitting a winning application.

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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. Past performance is not an indicator of future results. 2021 RIA Benchmarking Study from Charles Schwab, fielded January to March 2021. Study contains self-reported data from 1,340 firms for the main study and 1,036 firms for the compensation portion. The self-reported information provided by individual advisory firms was not independently verified.

2. Excludes responses where demographic information was not shared or not available. Past performance is not an indicator of future results. 2021 RIA Benchmarking Study from Charles Schwab, fielded January to March 2021. Study contains self-reported data from 1,340 firms for the main study and 1,036 firms for the compensation portion. The self-reported information provided by individual advisory firms was not independently verified.

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.
 

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