A World of Support
Get to know the robust ecosystem of Schwab support, built to serve independent RIAs and ready to mobilize on your behalf.
Getting you from here to independence
Learn how Schwab helps you consider all aspects of the transition and put your vision in motion.
Watch video: Advisor Transition Services
Matt Faries, director of Advisor Transition Services, describes the steps that he and his team take and the lengths to which they go to create a successful transition to the independent Registered Investment Advisor (RIA) model.
Watch video: Managed Accounts
Rob Barnes, sales director of Managed Accounts and Alternative Investments, describes the breadth of investments available to advisors.
Watch video: Charles Schwab Bank Deposit and Lending Services for your clients
Schwab Bank National Sales Executive Christian Rodriguez describes the banking products and services available to clients that complement the investment accounts advisors manage.
Providing value long after your transition
Whether it's making portfolio-level decisions or developing your unique brand message, we know how to help.
Watch video: Trading Services
Members of the Schwab Advisor Services Trading Team discuss the many ways they help independent RIAs with day-to-day trading needs.
Watch video: Relationship Management
Shawnette Gauer, managing director of Relationship Management, describes how her team serves as a thought partner to advisors, bringing strategic and tactical support to firms at every stage of business.
Watch video: Service Professionals
Tina Kerr, senior team manager of Schwab Service, describes the deep relationships her team builds with advisors and the pride they take in supporting advisors’ back offices.
Get where you want to be
Talk to a Schwab Business Development Officer to learn how our innovation, insights, and resources can help you own your future and better serve your clients.
All conversations are completely confidential.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products.