Peer Insights
Get the latest news on industry trends—straight from other Registered Investment Advisors (RIAs).
Advisors weigh in on the future of the RIA industry
Knowing what your peers are planning for is a good way to keep yourself updated on industry trends and help your firm stay competitive. See what other advisors are saying about the future of the RIA industry in our latest Independent Advisor Outlook Study.
Advisor-approved tech tips
How are your peers building digital-forward firms? We asked advisors how they are using tech to boost their efficiency, build their business, and create a better client experience.
RIA Benchmarking Study
It's never been easier to see how your firm measures up against your peers. More than 1,000 firms participate in Schwab's annual RIA Benchmarking Study—representing over $2.4 trillion in assets under management. Explore the results alongside our deep insights, designed to help guide your strategic decisions.
Your RIA questions answered
Have questions about going independent? In our Independent Perspectives video series, we've brought together a diverse group of industry experts and advisors at RIA firms to answer your biggest questions about the model and life as an independent advisor.
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Learn what we can do for you
As a Schwab client, you can tap into a wealth of actionable insights and practical resources designed to help you take your business to the next level.
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Make your move today
Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.
Our conversations are always confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition.
About the RIA Benchmarking Study from Charles Schwab
Schwab designed the RIA Benchmarking Study to capture insights in the RIA industry based on survey responses from individual firms. The 2025 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Fielded from January to March 2025, the study contains self-reported data from 1,288 firms that custody their assets with Schwab and represents $2.4 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firms.
Past performance is not an indicator of future results.