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

  • $3 trillion+

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

  • 1800

    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?

  • 160+

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

  • 13,000

    With Schwab, you are part of a learning community of approximately 13,000 firms.1

  • 1,000+

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

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™.

 
Cover of "The RIA Roadmap"

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.

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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.

(0320-0HRH)
1. As of March 31st, 2021
2. As of February 28th, 2021
3. As of Q2 2018
4. As of March 31st, 2021
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1005511
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