Choosing a Custodian
In this industry, relationships matter. So does finding the right custodian. Schwab continues to raise the bar as a tireless advocate for independent Registered Investment Advisors (RIAs).
What to consider when choosing an RIA custodian
There's no substitute for experience. As a pioneer of the RIA model, Schwab has supported independent firms since the beginning. And we're still finding new and powerful ways to serve firms of all sizes. Learn the three intangibles that set us apart as a custodian.
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.
Protecting client assets
We are committed to long-term financial health, and we hold ourselves to the highest standards of security when it comes to safeguarding your client's 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.
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.
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.
Not all custodians are created equal
Put us to the test. Ask a Schwab Business Development Officer about the experience, technology, insights, and value we can offer to your RIA firm.
All conversations are completely confidential.