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. 

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Getting you from here to independence

Learn how Schwab helps you consider all aspects of the transition and put your vision in motion.

  • Advisor transition services

    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.

  • Video: Managed Accounts

    Managed Accounts

    Rob Barnes, sales director of Managed Accounts and Alternative Investments, describes the breadth of investments available to advisors.

  • Video: Client banking and lending services

    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. 

  • Video: Trading Services

    Trading Services

    Members of the Schwab Advisor Services Trading Team discuss the many ways they help independent RIAs with day-to-day trading needs.

  • Video: Relationship Management

    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.

  • Video: Service Professionals

    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.

Contact

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.

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 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.