Custody is just the beginning.
With all the wealth services, technology, and support your firm needs to soar, the difference is so obvious, it's Schwabvious.
#1 choice for RIAs of all sizes1
We're trusted by over 16,000 independent advisory firms, with over $4T on our custody platform.2 Large or small, we give each firm the attention it deserves.
Dedication to advisors is in our DNA
Thousands strong, our passionate team rallies behind your vision—laser-focused on your success at every turn. When you're ready to go independent, we're your go-to guide.
Always innovating for your future
You never stop asking, "What's next?" Neither do we. And with 35+ years of industry-leading innovation under our belt, we're just getting started. Buckle up.
The wealth services on your wish list
We help you make wealth management more manageable.
With a range of industry-leading investment products, unmatched support, an award-winning bank, and more—we have the tools and experience to help solve whatever your clients bring your way. All under one roof.
Tech that grows with you
Built for your today and tomorrow.
Independence brings the freedom to work your way. That's why we offer hundreds of integrations to help you build your ideal tech stack. Stop there? No way. Industry-leading tech, like our rebalancing tool iRebal®,3 is custom-built to make complex investment management processes a breeze.
We're a custodian first
Security. Always. For you and your clients.
Protecting your assets is at the heart of everything we do. Security is our top priority—day in, day out, all year round. You can count on us to stay ahead of new risks and keep you informed with the latest in cybersecurity, fraud prevention, and regulations, so your firm is always a step ahead.
Ready to take flight?
Independence is calling. Start a confidential conversation with us today.
Or keep exploring independence. We're ready to talk when you are.
Hear from a few RIAs who put their trust in us
"If you're an advisor who's considering going independent, and you're not sure where to start, I would say just talk to Schwab."
Malcolm Ethridge
Capital Area Planning Group
"There is no other name that has the same impact as Schwab. It's hard to imagine being in this space without having a relationship with Schwab."
Tom Mingone
Capital Management Group,
A Hightower Company
"Being with a firm like Schwab allows us to stay on the cutting edge of taking care of clients and provides opportunities for our team and business to grow and expand."
Amy Hiett
Moneta Group Investment Advisors
1. SEC Filings, 8/25
2. 2Q25 Growth in Client Assets & Accounts, 7/25
3. 2025 T3/Inside Information Software Survey, 3/25
Number one choice claim is based on Schwab listed as a custodian in first time ADV registrations.
Malcolm Ethridge, Tom Mingone, and Amy Hiett are clients of Schwab and were not compensated for their comments. Schwab paid travel-related costs. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Capital Management Group is a group comprised of investment professionals registered with https://hightoweradvisors.com, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member https://www.finra.org.