Serving Elite Advisor Teams

We support breakaway teams that are changing the industry. Whether you're launching a firm with franchise value or joining one that shares your priorities, rely on Schwab to help bring your vision into focus.

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Why sophisticated teams break away

Learn why choosing the path to independence could be better for you, your clients, and your employees.

3 reasons large teams should go RIA

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Helping teams get out—and stand out

Thirty-plus years of helping elite teams has taught us that every team has its own definition of success. We know how to listen and what to listen for. Your Schwab Business Development Officer can be your closest collaborator. From connecting you with leading in-house and third-party consultants to introducing you to tech providers, they can help you find what you need to serve your clients your way.

The era of independence

Momentum has shifted to the Registered Investment Advisor (RIA) channel. Discover why more investors demand a client-first approach and why RIAs are well positioned for the future.

How RIAs are leading financial advice into the future

Bringing your dream firm to life

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. See how our Firm Design Consultation takes what we've learned from over 30 years of helping investment advisors and helps you use those insights to bring your firm to life. 

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How top teams are breaking boundaries

Some of the biggest teams and top producers are finding a new home in the independent space. Get insights from the industry's foremost thought leaders as they unpack the motives behind the movement. 

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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.

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