Why Schwab

Advising HNW & Institutions

We offer trusted services for cultivating relationships with ultra-affluent and institutional investors. 

Two men in suits talking

Tools and insights to empower and impress

High-net-worth (HNW) individuals and institutional investors have unique standards. Their portfolios are complex, and their time is precious.
 
We know your success hinges on earning confidence and building trust. That’s why we’re at your side, providing exceptional guidance, vigilant security, and essential resources. This includes comprehensive reporting, innovative technology, practice management, and industry expertise.

Speaking to HNW investor needs

We're here to help you give affluent investors the assurances they need. Our experience serving them—and advisors like you—frees you to focus on designing the futures they want.

Download Brochure
“The power of possibility”

Connecting with institutional investors

Design your services to fit the distinct demands of your institutional investors. Leverage our open architecture and our expertise.

Download Brochure
Maximize the possibilities ahead

Go far, grow fast

We help you serve who you want—how you want. Underscore the value you bring to wealthy individual and institutional clients with Schwab. 

Learn More
Two people talking at a desk

Contact

Get where you want to be

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.

Contact Us
Woman sitting at a desk on the phone
(1019-930L)

Read about privacy at Schwab at www.schwab.com/privacy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. 

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2022 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.