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
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$3 trillion+
Assets under management. More than any other custodian in the industry.1
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1800
Schwab professionals dedicated to custody, trading, and operations support.2
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1 and only
We're the leading custodian for independent advisors.3 Ready to go independent?
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160+
Tech platforms with direct integrations to our comprehensive digital platform.4
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13,000
With Schwab, you are part of a learning community of approximately 13,000 firms.1
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1,000+
Participants in our industry-leading RIA Benchmarking Study, which provides deep insight into where you stand relative to peers.
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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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