"The more you want to grow, the more a move to independence makes sense."
Chequers Financial Management
Independent since 2015
No better time to take control
So much is waiting for you in the independent model. Enhanced earning potential. Superior control over the client experience. A tested transition process for going independent. The question for you and your team is, why wait?
Mastering the moment
We are entering a dynamic decade for the industry. The old ways of doing business are being challenged and replaced. And a visionary group of investment advisors are making themselves known. Our latest white paper explores the powerful forces that are creating opportunities uniquely suited to independent investment advisors.
Keep more of what you earn
Schwab's convenient online tool helps you estimate the financial benefits you may receive as a Registered Investment Advisor (RIA).* Enter data about your practice for a customized report.
Deep expertise and support at your side
When you move to independence with Schwab, you get direct access to a Business Development Officer who connects you to resources across and outside of Schwab. Those include specialized consulting teams and transition professionals who help you focus on building out the firm you want to own. This is where our actionable insights begin.
Your clients, your terms, your vision
Set your firm up for success from day one. Together, we'll develop a blueprint based on your unique goals to help guide your launch and build a strong business. Our Firm Design Consultation takes what we've learned from over 30 years of serving investment advisors and helps you use those insights to bring your firm to life.
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.