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

  • Amplify your business growth

    Accelerate your firm's growth through personalized business consulting and executive education.

  • Transition with confidence

    Take advantage of our comprehensive transition support.

  • Serve HNW and UHNW investors

    Put our scale and expertise to work for your ultra-wealthy clients.

  • Safeguard client assets

    Help 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.

  • Seamless client experience

    Empower your clients to reach their goals with our easy-to-use platform and robust resources.

  • Flexible technology

    Combine our best-in-class proprietary tools with leading third-party platforms to streamline your business operations.

  • Broad financial solutions

    Meet 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.

A person holds a tablet displaying the “Elite Teams Take the Helm at RIA Firms” white paper.

See yourself in the RIA model

  • See yourself in the RIA model

    Explore the benefits of going independent, and learn how Schwab can help you at every step.

  • 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.

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