Custody is just the beginning
With the wealth services, technology, and support your firm needs to soar, the difference is so obvious, it's Schwabvious.
#1 choice for helping RIAs get going and growing¹
16,000+ RIA firms²
More than 16,000 RIA firms² of all sizes rely on us for custody and beyond.
$5.5T+ in custody³
RIAs trust us with over $5.5T of their client assets³—more than any other custodian.
40 years
We never stop looking for what our clients need next. After 40 years, we're just getting started.
Independence brings the freedom to work your way. That's why we offer hundreds of third-party integrations to help you build your ideal tech stack for today and tomorrow. Stop there? No way. Industry-leading tech, like our rebalancing tool iRebal®, is custom-built to streamline complex investment management processes.
Dedication to advisors is in our DNA
Thousands strong, our passionate team rallies behind your vision—laser-focused on your success at every turn.
When you're ready to go independent, we're your go-to guide.
Explore what's possible with Schwab Advisor Services
Independence is calling. Start a confidential conversation with us today.
Or keep exploring independence. We're ready to talk when you are.
Real reasons real advisors trust Schwab
Malcolm Ethridge
Malcolm Ethridge
Capital Area Planning Group
Tom Mingone
Tom Mingone
Capital Management Group,
A Hightower Company
Amy Hiett
Amy Hiett
Moneta
1. Number one choice claim is based on Schwab listed as a custodian in first time ADV registrations, as of December 2025.
2. Schwab 2Q 2026 Results, July 2026
3. SalesForce, July 2026
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
Malcolm Ethridge, Tom Mingone, and Amy Hiett 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.
Capital Management Group is a group comprised of investment professionals registered with https://hightoweradvisors.com, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member https://www.finra.org.