Choosing a Custodian

Many advisors underestimate the value of a custodian. Schwab continues to raise the bar we set as a tireless advocate for independent Registered Investment Advisors (RIAs). 

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Evaluate your custodian

The right custodian can be a game changer for your practice. But most advisors don't know what they should expect—or what’s possible. Put your current or potential custodian to the test.

Evaluate your custodian image

Like no other

No two custodians are the same. At Schwab, we've spent more than 30 years innovating on behalf of independent advisors and their complex needs. Learn how we lead the industry forward to better serve advisors like you.

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Why Schwab

There's no substitute for experience. Schwab has supported independence since the movement began. Learn the three intangibles that set us apart as a custodian.

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Protecting client assets

We are committed to remaining financially healthy long-term and hold ourselves to the highest standards of security when it comes to safeguarding your client’s assets.

Protecting Client Assets

Foundational strength you can build on

Schwab's scale and reputation can give advisors confidence and a sturdy custodial foundation. Working with one of the most diversified financial services companies in the industry, you have an ally with the institutional strength to support growth for the long term.  

  • The Schwab difference

    Schwab is the industry leader—proudly supporting more independent advisors than any other custodian. Here’s how we empower their success.

  • Advocacy

    Each year, we go to Washington, D.C. to inform policy and advocate for the health of the RIA industry. We put our weight behind initiatives that ensure your voice is heard.

  • Specialized services

    We proudly serve teams of all sizes and the ultra-high-net-worth and family office communities—simplifying complexity with a range of service models tailored to your business.

  • Events and networking

    Schwab hosts the largest annual gathering of independent advisors in the RIA industry. It’s a week of engaging conversation and insights to help advisors like you capitalize on what's next.


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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(1019-91RU) (0721-174H)