Specialized Services
We proudly serve firms of all sizes and the ultra-high-net-worth and family office communities, with a range of service models tailored to your business. With Schwab, you get the spirit of an independent and the scale of an industry leader.
Services
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Serving family offices
We serve more than 370 family office advisors that collectively manage over $506 billion in assets.1 Trust, knowledge, and experience matter. We provide highly specialized and dedicated teams with customized products and services to meet the needs of both single- and multi-family offices.
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Advising HNW & institutions
Our experience runs deep. Almost half the assets managed by our advisor community come from high-net-worth households.2 We turn this experience into insights and resources that can help you strengthen ties and could grow your practice.
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Serving elite advisor teams
Top-performing teams are continuing to choose the RIA model.3 Find out why, and learn how we can help your team redefine what it means to be a financial advisor.
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Serving the spectrum of advisors
We are your advocate. Schwab supports firms of every size with a wide range of client solutions, technology, educational resources, and thought leadership you can use to grow your practice.
Contact
We're here for you
Talk to a Schwab Business Development Officer to learn how our innovation, insights, and resources can help you own your future and better serve your clients.
All conversations are completely confidential.
1. As of July 2023. "Family office" is defined as advisor firms that identified as a family office in their ADV filings.
2. "High-net-worth" is defined as having $5 million or more in assets.
3. The Cerulli Report, U.S. Intermediary Distribution 2023, Exhibit 2.05.