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

Only Schwab has been in the trenches with independent financial advisors for over 35 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. 

$3.5 trillion+

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

3,050

Schwab professionals dedicated to custody, trading, and operations support.2

1 and only

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

235+

Tech platforms with direct integrations to our comprehensive digital platform.4

15,000

With Schwab, you are part of a learning community of nearly 15,000 firms.1

1,200+

Participants in our industry-leading RIA Benchmarking Study, which provides deep insight into where you stand relative to your peers.1

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™.

A tablet shows the cover of the Rise Above white paper.

We're here for you. Always

We are committed to serving independent RIAs of all sizes with world-class products and support. We have no AUM minimums, no custody fees—and no intention to raise them.

Transcript Open new window

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.

reii
genlp
(0223-3AUB)

Jarrett Cohen, Lotay Yang, Jason Snipe, MaryJane LeCroy, and Andy Brown are clients of Schwab and were not compensated for their comments. Schwab paid travel-related costs. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.

 

  1. As of January 2022
  2. As of November 2022
  3. As of Q2 2018
  4. As of August 2023
sz_id
1005511
quantcast_enable
1
linkedin_id
38624
bidtellect_conversion
1
bidtellect_retargeting
1
adobedsp_retargeting
1
gumgum
fire
quantcast
refresh-_fp.event.23 Refresh SAS Site Visit
zeta
fire
nexxen
fire