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Emerge stronger. Join the independent advisor community leading the way forward in a changing industry.

Why Schwab


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.   

Always evolving to meet more needs

We see through our clients' eyes to view their goals and challenges. For over 30 years, we've used this perspective to innovate to meet their changing needs with services, products, and insights for independent advisors of all sizes.

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Schwab Advisor Services™ at a glance

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

Emerge stronger. Explore all the ways we fuel success.

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.

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Fully digital account onboarding

Our digital onboarding workflow changes the game for RIAs. Fast, secure, and customizable, it streamlines the onboarding process to save you time and minimize errors. Now with integrated funding, client editing, new account types, and more advisor documents.

Watch Our Introductory Video >

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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.

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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.


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.

(0920-0TYD) (0721-174H) (0821-15E4)