Services for Elite Teams
Elevate your elite team with Schwab's depth of services that help advance Registered Investment Advisor (RIA) firms at every step—from launching your business to seizing growth opportunities.
Deep expertise and exceptional support from Schwab
We help advisors who serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) investors deliver the caliber of service their clients expect. Our products, tools, resources, and support are backed by decades of industry experience—more experience and advisor clients than any other custodian.1
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Amplify your business growthAccelerate your firm's growth through personalized business consulting and executive education.
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Transition with confidenceTake advantage of our comprehensive transition support.
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Serve HNW and UHNW investorsPut our scale and expertise to work for your ultra-wealthy clients.
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Safeguard client assetsHelp keep client data and assets safe with multiple layers of protection.
Meet—and exceed—your most complex client needs
Deliver an excellent client experience with systems, technology, and solutions backed by more than three decades of experience working with independent RIA firms.
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Seamless client experienceEmpower your clients to reach their goals with our easy-to-use platform and robust resources.
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Flexible technologyCombine our best-in-class proprietary tools with leading third-party platforms to streamline your business operations.
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Broad financial solutionsMeet your clients' diverse needs with Schwab's open-architecture platform.
Advisors are breaking away—and not going back²
Undeniable opportunity. Attractive growth landscape. Control alongside support. Take a deeper dive into the reasons that elite advisor teams are choosing the independent model.
See yourself in the RIA model
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See yourself in the RIA model
Explore the benefits of going independent, and learn how Schwab can help you at every step.
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How to choose your custodian
Consider what's truly important when choosing a custodian for your firm, and see how Schwab raises the bar for serving RIAs.
Seize your moment
Seize your moment
Deliver better service to your clients, and build a firm that makes you and your team proud. Learn how going independent can help you make your ideal firm a reality. Talk to a Schwab Business Development Officer.
All conversations are confidential.
1. Charles Schwab Strategy.
2. The Cerulli Report, U.S. Intermediary Distribution 2021: Leveraging Data to Navigate Change, Exhibit 2.07, Cerulli Associates, September 8, 2021.