Why Choose Schwab

Tap into industry-leading services, support, and technology designed with independent Registered Investment Advisors (RIAs) like you in mind.

Soft music plays.

Onscreen text:
Over 50 years ago
Schwab made a commitment
to individual investors.

We've been making that
commitment to employers
and independent advisors.

Every day.

Man [off-screen]: Cameras ready? In four, three, two…

Energetic music plays.

A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they're about to roll the cameras. The sound equipment is adjusted one last time as an "ON AIR" sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.

Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Fog rolls over an urban park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie. He speaks with his wife.

Husband: My brother called.

Wife: Oh really? How is he?

Husband: He's retiring.

They stand at the kitchen island. The wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

They stand silently for a moment, looking at each other.

A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

People ride bikes outside an office building while others walk up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The company rep and Schwab reps sit on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game, and our stock plan is key. How can you help us?

A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window, and then video-calls a Schwab Intelligent Portfolios Premium advisor.

Young man: If I want to buy a house in, say, five years, what do I need to do today?

A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

A blonde-haired man unrolls a building plan inside a space that is being renovated. Two Schwab reps walk up to him and shake his hand. The man then goes on a walk with one of the reps to chat.

Man: I put a lot on the line going independent. You guys really going to have my back?

A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.

Gray-haired man: I'm looking for core products for my client's 401(k). Something with a track record.

The Schwab rep sits across from the company rep in the sunlit common area and answers his question with confidence.

Schwab rep: We have lots of ways to help.

The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

The Schwab rep meeting with the blonde-haired man answers his question.

Schwab rep: We are here to support you.

The music swells as an aerial view of a suburban area appears.

Onscreen text:

Our answers today

The husband and wife stand close together in front of their house.

Onscreen text:

help investors

The hospital admin stands with her arms crossed in the hospital hallway.

Onscreen text:

help employers

The financial advisor stands in the train terminal.

Onscreen text:

help advisors

Onscreen text:

Own your tomorrow®

Onscreen text:

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

©2023 The Charles Schwab Corporation. All rights reserved. (0823-3WKT)

Video Transcript

A wealth of experience on your side

Soft music plays.

Onscreen text:
Over 50 years ago
Schwab made a commitment
to individual investors.

We've been making that
commitment to employers
and independent advisors.

Every day.

Man [off-screen]: Cameras ready? In four, three, two…

Energetic music plays.

A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they're about to roll the cameras. The sound equipment is adjusted one last time as an "ON AIR" sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.

Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Fog rolls over an urban park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie. He speaks with his wife.

Husband: My brother called.

Wife: Oh really? How is he?

Husband: He's retiring.

They stand at the kitchen island. The wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

They stand silently for a moment, looking at each other.

A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

People ride bikes outside an office building while others walk up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The company rep and Schwab reps sit on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game, and our stock plan is key. How can you help us?

A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window, and then video-calls a Schwab Intelligent Portfolios Premium advisor.

Young man: If I want to buy a house in, say, five years, what do I need to do today?

A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

A blonde-haired man unrolls a building plan inside a space that is being renovated. Two Schwab reps walk up to him and shake his hand. The man then goes on a walk with one of the reps to chat.

Man: I put a lot on the line going independent. You guys really going to have my back?

A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.

Gray-haired man: I'm looking for core products for my client's 401(k). Something with a track record.

The Schwab rep sits across from the company rep in the sunlit common area and answers his question with confidence.

Schwab rep: We have lots of ways to help.

The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

The Schwab rep meeting with the blonde-haired man answers his question.

Schwab rep: We are here to support you.

The music swells as an aerial view of a suburban area appears.

Onscreen text:

Our answers today

The husband and wife stand close together in front of their house.

Onscreen text:

help investors

The hospital admin stands with her arms crossed in the hospital hallway.

Onscreen text:

help employers

The financial advisor stands in the train terminal.

Onscreen text:

help advisors

Onscreen text:

Own your tomorrow®

Onscreen text:

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

©2023 The Charles Schwab Corporation. All rights reserved. (0823-3WKT)

Offerings for RIAs: Imagine what we can do together

At Schwab, we never stop innovating. For over 35 years, we've been helping independent RIA firms of all sizes envision, create, and grow their practices. We put you first so that you can focus on your clients. Explore how we can help you take your business further.

Discover what it's like to work with Schwab >

Tech integration

Our approach to technology combines our comprehensive digital platform, over 235 integrations with third-party technology platforms, and industry-leading expertise.1

Enhanced trading

Support your clients with award-winning trading technology and educational resources. Explore popular tools for trading, model management, and rebalancing with thinkpipes®, Model Market Center™, and iRebal®.

Actionable business support

Take your firm to the next level with insights, programs, and tools designed just for RIA firms.

A team you can trust

Like you, we're in the relationship business. Service starts with our people, and we’re ready to deliver the tools, support, and assistance you need to be successful.

Transition services

Whatever path you choose, you can take advantage of our deep experience every step of the way. We're there to help you as you make a plan to move your accounts and hit the ground running.

Services tailored to your firm

Find support tailored to the unique needs of your business and clients. We support firms of all sizes and offer a range of service models for you to choose from.

Meeting complex client needs

Schwab's best-in-class technology, resources, and support are designed to help advisors meet—and exceed—client expectations. Hear the leaders of three family office firms discuss how Schwab helps them navigate the complexities of working with high-net worth (HNW) and ultra-high-net worth (UHNW) clients.

Resources to support your goals

Our long history of dedication to RIAs means you can depend on our expertise and scale. From digital client onboarding to marketing and growth planning, Schwab connects you to the people, tools, and resources that can help your firm thrive.

Finding the right RIA custodian

The right custodian understands your culture, supports the needs of your business, and empowers you to reach your goals. Here's what to look for when making this important choice for the future of your firm.

Asset safety at Schwab

We pride ourselves on our commitment to security, privacy, and long-term financial health. See how we protect client data and assets.

Digital onboarding

Set up multiple accounts—all with a single email. We offer a fast, secure way to open accounts for both new and existing clients.

Your path to independence begins here

Your path to independence begins here

Take the first step toward the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help advisors like you.

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(0424-PM6T)

1. As of January 2024.

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