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Serving the Spectrum of Advisors

Schwab specializes in meeting the unique needs of independent Registered Investment Advisors (RIAs), from complex firms to fast-growing startups.

The destination for the modern RIA

Offering a comprehensive digital experience and industry-leading expertise, we proudly serve more advisors of all sizes than any other custodian in the industry.1 

Business on your terms

Brothers Ryan and Mike O'Donnell opened their firm in Chico, California to better serve their entrepreneurial clients. Hear how Schwab helped them accelerate their journey to independence.

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Resources tailored to fit your needs—at a glance

One size does not fit all, especially when you want to grow quickly. We connect independent advisors to resources across the Schwab organization, including actionable consulting and education programs and technology capabilities that can simplify your day to day and drive growth.

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Expertise and guidance anytime, anywhere

We're putting world-class resources for your business at your fingertips. Our Virtual Practice Management offer provides on-demand access to strategic programs and opportunities for expert help to every investment advisor who custodies with us. Why? Because firms of all sizes deserve the tools they need to reach their goals.

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Industry-leading custody services, with no AUM minimums, no custody fees−and no intention to raise them

Industry-leading custody services, with no AUM minimums, no custody fees−and no intention to raise them

Because we believe that every firm, of every size, deserves world-class support.


  • Solutions for your practice

    We bring everything together—from consulting and education to technology and insights—to help you deliver an exceptional client experience.

  • Managing your business

    Count on our deep expertise in core business issues to help you make meaningful changes that could propel your firm to new levels of success.


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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1. Annual Charles Schwab AS CPS Benchmarking Survey, December 2018. Schwab Advisor Services™ was not identified as the survey sponsor.