sz_id
1005511
yahoo_ec
idbrt
quantcast_enable
1
linkedin_id
38624
bidtellect_conversion
1
bidtellect_retargeting
1
adobedsp_retargeting
1

The numbers tell a one-of-a-kind story

Only Schwab has been in the trenches with independent financial advisors for over 30 years. We have been a tireless advocate for the independent model and have committed thousands of people and millions in resources to make sure independent advisors of all sizes have everything they need to grow and succeed. 

Insights

  • $1.6 trillion

    More assets under management than any other custodian in the industry.1

  • 1,800+

    Number of Schwab team members dedicated to custody, trading, and operations support.2 

  • 1 and only

    We're the leading custodian for independent advisors.3 Ready to go independent?

  • 80+

    Number of strategic providers offering direct integration with our comprehensive digital platform.4

  • 7,500+

    With Schwab, you are part of a learning community of over 7,500 firms.

  • 1,000+

    Number of participants in our industry-leading RIA Benchmarking Study, which provides deep insight into where you stand relative to peers.

Contact

Ready to talk?

A legacy of unwavering support

For over 30 years, Schwab has supported the independent advisor industry. Whatever your vision, we can help bring it into focus.

See the Schwab difference

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Complete this form to download the guide

This form helps us connect you with the right people to answer any questions you have about making the move to independence. We’ll also send you insights from Schwab Advisor Services™.

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Contact

Every journey begins with a conversation. Get answers today.

Talk to a Schwab Business Development Officer to learn how we can help you get to where you want to be.

All conversations are completely confidential.

(1019-9A5E)

1. As of January 2019.
2. As of February 2017.
3. As of Q2 2018.
4. As of October 2019.