Schwab Affinity Services

Find third-party providers quickly, easily, and at preferred pricing

Get a head start on your search with our curated collection of 100+ third-party, RIA-focused providers covering the key areas essential to managing and growing your business.

Client experience

Client appreciation and events Olive and Cocoa
The Krafty Lab
Toffee to go
Wall Street Greetings 
Client support Chicago Clearing Corporation (CCC)
Everplans
FRT - Financial Recovery Technologies
Networth Strategies StockOpter 
Business development The Collaborative
FiComm
ModelFA
Red Zone Marketing
White Glove  
Digital and content marketing FMeX - Financial Media Exchange
Gregory FCA
Ledermark Communications
Make it a Great Day
Reminder Media 
Marketing, advertising, and PR  401(k) Marketing
AdvisorPR
Fahrenheit Studio
FMG Suite
Impact Communications, Inc.
Kaleido Creative Studio
TE+A Marketing 
Marketing automation Vestorly
Snappy Kraken 
Valuation and deal structure Advice Dynamics Partners
Advisor Growth Strategies LLC
DeVoe & Company
FP Transitions
Park Sutton Advisors
Succession Resource Group 
Back-office support Allbackoffice Consulting
Billfin
Copytalk
Docupace
Mobile Assistant
Total Office 
Office set up Colliers International
Complete Office
CORT Business Services
Evenson Best 
Research Chaikin Analytics
Econoday
Informa
Vermilion Research
Ycharts 
Compliance support and technology Advanced Regulatory Compliance LLC
Compliance Resource Partners
Dinsmore Compliance Services
Foreside
MarketCounsel Consulting, LLC
National Regulatory Services (NRS)
Cyber security Advisor Armor
Entreda
FCI Cyber
Insurance AIK2 Insurance Services
Alliant
Box Professional Insurance
CalSurance
Golsan Scruggs
Liftman Insurance
NAPA premier
Newtek Business Services Corp
Markel
Starkweather & Shepley
The UHL Agency
Windermere Insurance Group
Legal Carr Butterfield, LLP
Hamburger Law Firm, LLC
Jacko Law Group, PC
Kupfer & Associates, PLLC
The Law Offices of Patrick Burns, Jr. P.C.
Retirement Law Group
Stark & Stark
Registration AdvisorAssist
RegMaven
RIA in a Box
RIA Registrar
Talent development
DACFP | Digital Assets Council of Financial Professionals
Dalton Education
Kaplan Financial Education
Kolbe Corp
Talent management TalentLink Solutions
Trinet
All in one AdvisorEngine
iPipeline
CRM Ebix
Pracitifi
Sycamore
XLR8 Concenter Services
Financial planning Brentmark
Moneytree
Right Capital
IT Infrastructure Highridge Technology
True North Networks
Portfolio management Arcons Technology
AssetBook
blueleaf
Flyer Financial Technologies
Panaromix | Sapphire Software Services
Power Advisor
Risk analysis DataPoints
STRATiFi
Tolerisk

Contact

  • Schwab clients: Dive in to learn more about Schwab Affinity Services.

    Log onto Schwab Advisor Center® and visit the RIA EdCenter for additional details around our collection of third-party providers, including preferred pricing, contact information, and more.

  • Let's talk about how Schwab can fuel your business success

    Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.

    All conversations are confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition.

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The information and content on this site are made available to you and others by Charles Schwab & Co., Inc. ("Schwab") as a convenience. Inclusion in the Affinity Program does not constitute a recommendation, referral, endorsement, or sponsorship by Schwab. Each provider in the Affinity network is responsible for its own company-related content and has voluntarily agreed to be included. The list of providers is not all-inclusive or exhaustive, and there may be other service providers that offer comparable services at higher or lower price points. You are solely responsible for performing your own due diligence on any provider prior to making your determination on whether their services are appropriate for you, your firm and the interests of your clients. Schwab bears no responsibility to evaluate, supervise or monitor products, services or advice provided to you by these firms. Your use of these sites is at your own risk.  Schwab cannot guarantee any specific outcome or result and bears no responsibility for the output or outcome related to your use of any provider services through the Affinity program.

Schwab does not provide legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances. Third-party trademarks are the property of their respective owners and used with permission.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. Information included on this site is intended to be an overview and is subject to change.