Solutions for Your Practice

We have more experience—and more advisor clients—than any other custodian.1 Count on our unmatched expertise, scale, and dedication to help you work toward exceeding the expectations of even your most complex clients.

Technology platforms built for RIAs

We want you to be able to focus on what matters most: your clients. That's why we've designed Schwab's platform and tools—including access to our consultants and best-in-class third-party products—with Registered Investment Advisors (RIAs) like you in mind.

  • Flexible RIA platforms

    See how our tech platform combines advanced tools and industry expertise to streamline your workday.

  • Seamless digital onboarding

    Set up accounts in minutes with a workflow designed to reduce errors and save time.

  • End-to-end integrations

    Connect our platform with many leading third-party technologies to create an efficient workflow and seamless client experience.

Exceed client expectations with active and automated solutions

Meet your clients' evolving needs with Schwab's broad range of investment products and solutions. This access coupled with our advanced custodial support helps your firm deliver the caliber of service your clients expect.

Wide breadth of financial solutions

Address clients' needs with our open-architecture investment products and solutions.

Expert trading strategy education

Help your clients pursue their investing goals with tools and knowledge from our Strategy Desk, including one-on-one consultations, weekly webcasts, and more.

Automated investing platform

Access our digital tools and resources that make it easier to scale your business.

Case study: Unparalleled access to financial solutions

Every custodian touts its access to financial products. Hear from advisors about their experience custodying with Schwab—finding greater access and affordable options.

More resources

Stay on top of compliance trends

Learn best practices from the industry's leading attorneys and consulting firms.

Improve your firm's marketing efforts

Help increase your firm's market share, connect with new clients, and gain more visibility.

Access industry insights and research

Trying to keep your firm looking ahead? Stay current on emerging trends, read the latest Schwab research, and get the latest industry insights.


Take steps toward your dream firm

Build the best firm for yourself and your clients. See how you can put Schwab's technology, solutions, and resources to work. All conversations are confidential.


1.    Charles Schwab Strategy.

 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value 

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.