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Why Schwab


Schwab Advisor Services™ at a glance

For over 35 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.

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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.  

Meeting complex client needs

Schwab's best-in-class technology, resources, and support are designed to help advisors meet — and exceed — client expectations. Hear the leaders of three family office firms discuss how Schwab helps them navigate the complexities of working with HNW and UHNW clients.

Resources to support your goals

Our long history of dedication to RIAs means you can depend on our expertise and scale. From digital client onboarding to marketing and growth planning, Schwab connects you to the people, tools, and resources that can help your firm thrive.

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Services tailored to your firm

Schwab's specialists are here to help you. We tailor our service models to meet the individual needs of your business and proudly work with firms of all sizes, including family offices and those serving ultra-high-net-worth investors.

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Finding the right RIA custodian

The right custodian understands your culture, supports the needs of your business, and empowers you to reach your goals. Here's what to look for when making this important choice for the future of your firm.

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Transitioning to the RIA model

The journey to independence isn't easy, but there is an ecosystem of support to help get you there.

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 August, 2023.

3. As of October, 2023.

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