Fast-track Your Move to Growth
You're ready to grow and hungry for more. More control over your time. More opportunities to scale. More freedom to strive toward your goals. And why wouldn't you be? As an ambitious advisor, you know what it means to keep raising the bar. If you're aiming to accelerate your growth in the independent Registered Investment Advisor (RIA) model, the Schwab Advisor ProDirect™ program might be right for you.
Ready for more? Get details about the program
Navigating the many choices of the RIA model can feel overwhelming—and add complexity to your decision making. Schwab Advisor ProDirect™ clears a pathway for achieving your vision with a guided, step-by-step approach. Download our guide to learn how the program can help you launch with confidence and start growing from day one.
Why Schwab Advisor ProDirect™?
This is the moment you've been waiting for. With Schwab Advisor ProDirect™, you get the complete package to help you thrive in independence—from the moment you decide to make the transition and at every stage of your business's growth.
Learn from Top Performing Firms to help accelerate your growth
Our annual RIA Benchmarking Study found that Top Performing Firms—those that rank in the top 20% of the Firm Performance Index—have typically demonstrated more robust growth than other firms.1 Schwab Advisor ProDirect™ applies our knowledge of what it takes to become a Top Performing Firm to help you create an action plan to get there faster. Top Performing Firms achieve:
Frequently asked questions
For every client, we begin with our Four Dimensions of Modern Independence consultation. Through that process, we'll help you explore whether Schwab Advisor ProDirect™ is the right fit or whether another approach makes more sense for you.
Your team includes ongoing support from a Relationship Manager and service team who are with you at every step. From planning to launch, you'll have dedicated Transition, Conversion, and Growth Consultants to help you get your firm started. And once you're up and running, your Growth Consultants and Community Manager will work closely with you to help you continue to position your firm for growth.
Membership to Schwab Advisor ProDirect™ is offered at a competitive price point, billed in quarterly installments of $5,250. Services provided by third-party providers will be billed by those individual firms and are not included in the quarterly Schwab Advisor ProDirect™ fee.
Our focus is on helping advisors who are turning independent so they can build a strong foundation for growth. Supporting clients who have already launched and are looking for additional support is a natural next step. While we aren't announcing specifics just yet, stay tuned as we continue to roll out the program over the coming months.
You're one step away from moving ahead with confidence
Get in touch with a Business Development Officer to learn how Schwab Advisor ProDirect™ can help you reach your goals faster and lay the foundation for becoming a Top Performing Firm.
1. 2025 RIA Benchmarking Study. Based on median compound annual growth rates (CAGRs) from year-end 2019 through 2024 for Top Performing Firms versus all other firms.
Top Performing Firms are those that rank in the top 20% of the Firm Performance Index. The index evaluates all firms in the study according to 15 metrics to arrive at a holistic assessment of each firm's performance across key business areas. Past performance is not an indicator of future results. 2025 RIA Benchmarking Study from Charles Schwab, fielded January to March 2025. Study contains self-reported data from 1,288 firms.
About the 2025 RIA Benchmarking Study from Charles Schwab
Schwab designed the RIA Benchmarking Study to capture insights in the RIA industry based on survey responses from individual firms. The 2025 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Fielded from January to March 2025, the study contains self-reported data from 1,288 firms that custody their assets with Schwab and represents over $2.4 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firms.
Past performance is not an indicator of future results.
Schwab Advisor ProDirect™ membership is subject to terms and conditions of Schwab Advisor ProDirect™ Member Agreement.
Schwab could have a business relationship with certain third-party providers ("Providers") or their affiliates. You are solely responsible for performing your own due diligence on any Provider prior to engaging or entering into a contract with such Provider. Schwab cannot guarantee any specific outcome or result and bears no responsibility for the output or outcome related to your decision to use any Provider and/or services offered by a Provider affiliate.
For general informational and educational purposes only.