"The more you want to grow, the more a move to independence makes sense."
Chequers Financial Management
Independent since 2015
Is now the time to break away?
- You're not alone – many large teams have already successfully made the move to independence.
- You can operate in the way you think best to serve your clients and enhance cash flow.
- You can determine the best technology that will help you scale your business and grow.
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.
Calculate the difference independence could make
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.
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.
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.
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.