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Why Schwab

Focus on your clients. We'll focus on you.

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Schwab is the industry leader and largest custodian of Registered Investment Advisor (RIA) assets,1 providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms. For over 30 years, we have worked resolutely with independent advisors to develop proven processes and insights for starting, building, and growing their firms.

Dedicated support

  • Dedicated support

    With Schwab, you get a team of professionals who help you visualize, plan, and grow your practice. See why independence as an RIA doesn’t mean going it alone. 

  • 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.

Contact

Ready to talk?

The Schwab difference

The Schwab difference

Schwab is the industry leader—proudly supporting more independent advisors than any other custodian. Here’s how we empower their success.

Schwab Advisor Services™—at a glance

Discover the breadth of services and scale you can tap into when you work with us.

At a glance

What we do

As one of the top 50 World’s Most Admired Companies,5 we bring our strength and stability to work for you.

Built to serve

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Learn more

  • Growth planning

    When you engage with Schwab, you receive the full power of our insights and experience. Our clear and actionable consulting and education programs focus on your key business challenges.

  • 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.

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1. Charles Schwab Strategy.
2. As of February 2017.
3. As of October 2019.
4. As of December 31, 2018.
5. The Most Admired List is the definitive report card on corporate reputations. Source: Fortune Magazine, 2019.