Serving the Spectrum of Advisors

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

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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.

Building a family business with Schwab

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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.

Resources tailored to fit your needs

How advisors succeed with Schwab

Andrea Broughton shares how she tapped into Schwab's expertise to transition and grow her business.

Andrea Broughton

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Solutions

  • 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.

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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(1019-9BLC)

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