"The more you want to grow, the more a move to independence makes sense."

Megan Gorman
Chequers Financial Management
Independent since 2015

Megan Gorman

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.
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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.

 
Mastering the Moment White Paper

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.

RIA economic discovery tool laptop

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. 

An advisor reviews the plans for his new advisory firm on a tablet.

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.

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(0321-1B61)

*The Economic Discovery Tool (Tool) is intended solely for use by investment professionals. Please see: "Terms of Use and Important Information" prior to using the tool. The Tool simulates the pro forma financial results of various hypothetical scenarios for establishing, operating, joining and/or selling an investment advisory practice or firm and compares those simulated outcomes to various alternatives. The scenarios and alternatives covered are not exhaustive and may not be representative of those you actually encounter. Moreover, the simulated pro forma results are materially dependent on various assumptions and inputs, some of which are made and specified by you and some of which are static. These assumptions and inputs may not reflect actual circumstances, and thus the Tool is inherently limited and intended for general informational purposes only. The simulated pro forma results do not reflect, and are not guarantees of, actual or future results. Your actual results may be materially different than those simulated. Schwab makes no warranty of the accuracy or completeness of the Tool or the simulated pro forma results and shall have no liability for your use of the Tool. The Tool is not intended to provide financial, investment, legal, tax, or regulatory compliance advice. You are urged to consult your own professional advisors.

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