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
Marigold & Grey
Olive and Cocoa
One Chance Media LLC
The Krafty Lab
Toffee to go
Wall Street Greetings
Client engagement and feedback
Absolute Engagement
Nexa Insights
Client support and communication Carefull
Caribou
Chicago Clearing Corporation (CCC)
Estate Guru
Everplans
FRT - Financial Recovery Technologies
Grantd (Formerly StockOpter)
Money Habitudes
Trust & Will
Vanilla Technologies
Car rentals Avis
Budget
Hertz
Hotel Hilton
Hyatt
Office supplies UPS
Technology Appogee
Business development AcquireUp
The Collaborative
FiComm
ModelFA
Red Zone Marketing
Select Advisors Institute, LLC
Digital and content marketing Authentic Advisor Video
Edge Partners Creative Growth
FMeX - Financial Media Exchange
Getfused
Gregory FCA
Intention.ly
Reminder Media
Marketing, advertising, and PR 401(k) Marketing
Fahrenheit Studio
FMG Suite
Impact Communications, Inc.
Invstly
JConnelly (formerly AdvisorPR) 
Kaleido Creative Studio
TE+A Marketing
Marketing automation Levitate
Snappy Kraken
Valuation and deal structure Advice Dynamics Partners
Advisor Growth Strategies LLC
DeVoe & Company
Dynasty Financial Partners
FP Transitions
Gorman Jones
Succession Resource Group
Back-office support Allbackoffice Consulting
Billfin
Copytalk
Total Office
Real estate/Office set up Colliers International
Complete Office
CORT Business Services
Evenson Best
International Workplace Group (Regus, Spaces, HQ)
Workflow automation Docupace
Finpace
Research Chaikin Analytics
Econoday
Koyfin
Marketdesk Research
Vermilion Research
Ycharts
Zephyr by Informa
Compliance support
ACA Global
AdvisorAssist
ComplianceAdvisor (STP)
COMPLY (RIA in a Box)
Dinsmore Compliance Services
MarketCounsel Consulting, LLC
RIA Compliance Concepts
Vigilant Compliance
Compliance technology Confluence Technologies, Inc.
RIA Compliance Technology
Smarsh
Smart-RIA
Cybersecurity Advisor Armor
AdvisorDefense
Blackcloak Inc.
Buckler
FCI Cyber
Iris Powered by Generali
Stevens & Lee
Insurance AIK2 Insurance Services
Alliant
Box Professional Insurance
CalSurance
Golsan Scruggs
Liftman Insurance
NAPA premier
Markel
Starkweather & Shepley
The UHL Agency
Windermere Insurance Group
Legal Carr Butterfield, LLP
Fiduciary Law Center
Gilkerson Law
Hamburger Law Firm, LLC
Jacko Law Group, PC
Kupfer., PLLC
The Law Offices of Patrick Burns, Jr. P.C.
Stark & Stark
Registration
RegMaven
RIA Registrar
Talent development
Cerifi
DACFP | Digital Assets Council of Financial Professionals
Investments & Wealth Institute
Kaplan Financial Education
Kolbe Corp
Talent management
BLX Internship
Highway Benefits Inc.
Newtek Business Services Corp
TalentLink Solutions
Trinet
All in one
AdvisorEngine
Advyzon
Amplify
iPipeline
Morningstar
Orion
SS&C Technologies
CRM Ebix
Finpace
Practifi
Redtail
Smartoffice by Zinnia
Sycamore
Vantage Point
XLR8 Concenter Services
Financial planning Assetmap
Brentmark
Moneyguide
Moneytree
Right Capital
IT Infrastructure Netrio (formerly Agio)
RooksDM
Thrive Networks
Versoft
Visory (formerly True North Networks, Inc.)
Portfolio management Arcons Technology
AssetBook
blueleaf
Circleblack
Flyer Financial Technologies
Panoramix | Sapphire Software Services
Power Advisor
Risk analysis DataPoints
Nitrogen Wealth (Nitrogen)
STRATiFi
Tolerisk
Vrgl Wealth

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.

    Learn 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.

    Contact us
(0126-LNXC)

This content is made available by Charles Schwab & Co., Inc. ("Schwab").

Inclusion in the Schwab Affinity Program ("Affinity Program") is not a recommendation, referral, endorsement, or sponsorship by Schwab. Participating firms and their employees are not affiliated with or employees of Schwab. The views expressed are those of the third-parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Each provider in the Affinity Program ("Affinity Provider" or "Provider") is responsible for its own company-related content and has voluntarily agreed to participate in the Affinity Program. The list of providers is not all-inclusive or exhaustive, and there may be other service providers that offer comparable or superior services at higher or lower price points.

Schwab could have a custody or other business relationship with certain Affinity Providers or their affiliates. Schwab cannot guarantee any specific outcome or result and bears no responsibility for the outcome related to your decision to use any Affinity Provider and/or services offered by a Provider affiliate. 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 and your firm. Schwab bears no responsibility to evaluate, supervise or monitor products, services or advice provided to you by these firms.

Schwab provides links to third-party sites solely as a convenience. Your access or linking to these sites is at your own risk. Schwab is not responsible for the content of any of the external pages or other linked sites. Schwab makes no representation about the accuracy, completeness, or reliability of the information contained herein or its appropriateness for any given situation. A link to a service or site outside of Schwab is not an endorsement or recommendation of the service or site, its content, or its sponsoring organization.

Schwab does not provide legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

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.

For general informational and educational purposes only.

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.