The Schwab Difference

Jarrett Cohen
JECohen

15,000 independent advisors depend on Schwab.

Here's Why.

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We started small, but Schwab took a leap of faith with us and believed in our vision, and we've doubled in size. I thought I could do more for my clients. I felt that Schwab had such a strong credibility in the marketplace and with my clients leaving a very, you know, brand recognized firm that they would feel that their money was in a trusted place. You know, we view our relationship with Schwab as an extension of our team. Schwab has exceeded my expectations by supporting us and how we want to grow our business.
Lotay Yang
Black Card Circle

15,000 independent advisors depend on Schwab.

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We went independent in 2017 and it's been the best decision I've made in my career to date. You're getting a tremendous amount of value working with Schwab. The service, service side of it. The structure that Schwab has in place. The support that they offer. And I want to call it uncompromised support because the support truly is world class. They really do care about advisors and you can tell. Going with Schwab you have control of your destiny.
Jason Snipe
Odyssey Capital Partners

15,000 independent advisors depend on Schwab.

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I started to really evaluate what the future looks like and what the future for advice looks like. The independent model was the model that could support that type of growth. We were definitely scared, and I think for me it's the fear of the unknown. And Schwab was able to calm my nerves here and just let me know that there are people that can help. The team that supported us in this transition and continues to support us has been very integral in our growth. We've more than doubled our business.
MaryJane LeCroy
Wealth and Pension Services Group

15,000 independent advisors depend on Schwab.

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MaryJane: Schwab focuses on us like we focus on our clients. Even though I consider us a smaller firm in the grand scheme of things, I feel like we are treated equally, as if we had a billion dollars under management.
Kristie: I really believe in serving our clients to the best of my ability. And that means I have to do whatever it takes. MaryJane works for one of our firms in the Atlanta area.
MJ: Being an RIA, I think that's just very different, allows us more freedom, our clients more freedom. We had about 100 clients in our firm previously, and now we have 250 clients.
Kristie: Our job is to help advisors grow. My clients expect more than excellence. It's gratifying that I get to work with advisors every single day and it's even more gratifying to know that what I do for them is going to be beneficial for their clients.
MJ: There is a whole new world out there. Schwab helps our firm think bigger.
Andy Brown
Capital Advisors

15,000 independent advisors depend on Schwab.

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You know, if I was still talking with somebody who was still on the brokerage side looking to come independent, I would really tell them to focus on what's the most important thing you like to do. Charles Schwab, in my mind, will help you from day one develop your business plan, help you develop your compliance, and allow you to really focus on what you want to do, which is take care of the clients. They will be an extension of your firm. Schwab is focused on us like we focus on our clients.

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.

$4.2 trillion

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

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3,050

Schwab professionals dedicated to custody, trading, and operations support.¹

1 and only

We're the leading custodian for independent advisors.² Ready to go independent?

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235+

Tech platforms with direct integrations to our comprehensive digital platform.³

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15,000+

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

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1,300+

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

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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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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.

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Transcript

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.

Have a Representative Contact You Call 877-687-4085

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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.

As of March 2024
As of March 2024. Based on independent RIA assets under custody.
As of August 2023

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Here's Why.

Here's Why.

Here's Why.

Here's Why.

Here's Why.

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

$4.2 trillion

3,050

1 and only

235+

15,000+

1,300+

Complete this form to download the guide

We're here for you. Always

Every journey begins with a conversation. Get answers today.

Why Schwab

Here's Why.

Here's Why.

Here's Why.

Here's Why.

Here's Why.

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

$4.2 trillion

3,050

1 and only

235+

15,000+

1,300+

Complete this form to download the guide

We're here for you. Always

Contact

Every journey begins with a conversation. Get answers today.