
Why Schwab
Video
transcript
Schwab Advisor Services™ at a glance
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity.
Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
Dedicated support
-
Specialized consulting teams
Discover how our specialized teams work with you to support your goals before and after you launch.
-
Technology to help you stay ahead
Our approach to technology combines our comprehensive digital platform, third-party integration, and industry-leading expertise. See how it can work for you.
-
Making the transition
Moving to the RIA model can be an incredibly rewarding process. We're there to help you as you customize your plan and support the Schwab onboarding process.
Learn more
-
Business Consulting & Education
See how you can take your firm to new heights with our consulting and executive education programs.
-
Asset safety at Schwab
We pride ourselves on our commitment to security, privacy, and long-term financial health. See how we protect client data and assets.
-
Flexible technology
We're constantly expanding our flexible technology platform to help you better serve your clients and manage your office.
Your path to independence begins here
Your path to independence begins here
Take the first step toward the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help advisors like you.
1. As of November 30, 2021, Schwab Business Consulting & Education.
2. As of October 28, 2021.
3. As of October 31, 2021.