Setting the standard for ultra-high-net-worth service
Your clients come to you for more than advice. They count on you to navigate the complexity that comes with significant wealth. Whether that's protecting what they've built, planning for what's next, or guiding their legacy across generations, Schwab is built to support advisors like you.
Dedicated expertise and access to exclusive services
Multi-entity structures, sophisticated planning needs, curated lifestyle services for ultra-high-net-worth (UHNW) clients—with stakes like these, having your own Ambassador plus the right support behind you can make all the difference. Discover the Schwab Advisor UHNW Services offer.
A dedicated team that knows your practice
Your dedicated Ambassador gets to know your practice and learns how you work, so they can deliver the resources and expertise you need to serve your clients. You make one call. Your Ambassador makes the rest happen.
Curated access to specialists and services
From trading, structured lending, custom liquidity, and credit solutions to advanced wealth planning and consulting resources, Schwab offers what you need to help you succeed—all connected through your dedicated Ambassador.
An elevated service experience for your clients
Preferred pricing, premium operational support, streamlined processes, and access to luxury lifestyle providers are all coordinated by your Ambassador. Get what you need to deliver at the level your UHNW clients expect.
Designed to fit your firm
Whether you're managing UHNW clients, serving institutional investors, or running a billion-dollar practice, you'll find the infrastructure and expertise you're looking for to help you grow your practice and deliver for your clients.
How one advisor built his UHNW practice with Schwab
Jason Fertitta left one of the largest banks in the U.S. to start Americana Partners, an independent Registered Investment Advisor (RIA) firm serving UHNW clients. With Schwab behind them, he and his team built the platform and practice their most sophisticated clients have come to count on.
The next step is a conversation
Let's talk about how we can help your practice deliver for your clients.
Considering Schwab for your UHNW practice?
Start a conversation with a Business Development Officer.
Already with Schwab?
Connect with your Schwab team to explore UHNW services.
The questions we hear most
These are some common questions from advisors exploring independence and evaluating a custody partner.
When you work with Schwab Advisor UHNW Services, you get a dedicated Ambassador who takes the time to learn how your practice operates—and then proactively brings strategies and solutions forward. They also connect you to senior specialists across lending, planning, and trading, while your clients benefit from preferred pricing and you get premium operational support. It's a different level of support, built for the demands that come with managing significant wealth.
Your clients get preferred pricing, streamlined operations, and access to curated lifestyle services—all coordinated through your Ambassador. It's an experience that matches the high standard of service they've come to expect from you.
UHNW services are designed for advisory teams serving ultra-high-net-worth clients with complex, multi-entity planning needs. If your practice has outgrown standard service models, it's worth a conversation.
They get to know your practice, your clients, and how you like to work. When you need something—structured lending, a wealth planning conversation, help with an operational question—you make one call. Your Ambassador coordinates across Schwab's specialists and keeps everything moving.
Schwab has dedicated transition teams that handle the operational side—account repapering, technology integration, the works. Your Ambassador is involved from day one, so by the time your clients are on the platform, the relationship is already in place.
Jason Fertitta is a client of Schwab and was not compensated by Schwab for their comments. The experience described may not be the experience of all clients and is no guarantee of future performance or success.
1. Discovery Data/AS Salesforce, as of May 26, 2026.