
Why Schwab
Video
transcript
We make moves that empower you to put clients first. No matter your background, firm size, or business complexity, Schwab collaborates, innovates, and works tirelessly to deliver specialized service and exceptional value to Registered Investment Advisors (RIAs).
For over 30 years, we’ve been all in for independent investment advisors. And our commitment to their success will never change. We provide industry-leading custody services, with no AUM minimums and no custody fees—and no intention to raise them.
Dedicated support
-
Specialized consulting teams
Our consultants are ready to help you bring your envisioned firm into sharp focus. Discover how our specialized teams work with you, creating a blueprint to guide each step of the transition and support your goals after you launch.
-
Technology to help you stay ahead
Our approach to technology combines our comprehensive digital platform, third-party integration, and industry-leading expertise.
-
Making the transition
Moving to the RIA model can be an incredibly rewarding process. We’re there to support you at every step.
Schwab Advisor Services™ at a glance
Discover the breadth of services and scale you can tap into when you work with us.

Best-in-class technology
We’re always innovating. And we do it with the goal of ensuring high value at low or no cost to you. Take Schwab Advisor Portfolio Connect®, an essential portfolio management platform available at no additional cost. Or our cloud-based trading and real-time quotes platform, Schwab Advisor StreetSmart Edge®. We design tech to fit the way you work.

Our commitment to you and every investment advisor we serve
We are dedicated to delivering world-class products and service to firms of all sizes.
Our pledge to the independent advisor community
Our pledge to the independent advisor community
Learn more
-
The Schwab difference
Schwab is an industry leader—proudly supporting more independent advisors than any other custodian. Here’s how we empower their success.
-
Asset safety
We hold ourselves to the highest standards of security and asset safety to help give you peace of mind.
-
Solutions for your practice
We bring everything together—from consulting and education to technology and insights—to help you deliver an exceptional client experience.
Contact
Every journey begins with a conversation. Get answers today.
Talk to a Schwab Business Development Officer to learn how we can help you get to where you want to be.
All conversations are completely confidential.
1. ACT Advisor Conversion Services Dashboard Metrics: January 2005–December 2019.
2. As of October 15, 2020.
3. As of December 31, 2018.