The Hybrid Model—a Foot in Both Worlds

Going independent doesn't have to mean losing your brokerage business. Learn how the hybrid model allows you to walk the advisory-brokerage line.

You may not have to choose between your brokerage business and independence.

Many independent advisors prefer the flexibility offered by hybrid Registered Investment Advisors (RIAs). Others use the model to transition to full independence by leveraging a broker-dealer’s infrastructure to move upmarket. There are no wrong answers—only what’s right for you and your clients. 

Get an overview of the different types of hybrid models. See if one aligns with your goals as you explore key topics:

  • Momentum in the hybrid RIA channel
  • The hybrid model defined
  • Opportunity within the hybrid model
  • Differences among hybrid RIA models
Cover of “Going independent as a hybrid RIA: Understanding the practice model”

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This form helps us connect you with the right people to answer any questions you have about making the move to independence. We’ll also send you insights from Schwab Advisor Services™.

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The RIA Roadmap walks you through the stages of creating your firm, including defining a business strategy, setting up your office space, and transitioning your clients with you. This guide also highlights the Schwab support you can count on during your transition.

The RIA Roadmap
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