Is Schwab the right choice?

Hear what David Bromelkamp, CEO of Allodium Investment Consultants in Minneapolis, has to say.

How we can help

If you are searching for a better platform for your clients and more control over your practice, compensation, compliance program and product mix, consider becoming an independent advisor with Schwab.

Discover the benefits of working with us
See why more advisors move their business to Schwab than any other custodian.

What convinced other advisors
Learn about advisors’ experiences becoming an independent RIA and working with us.

Decide to start or join a firm
Learn more about the options you have for working as a Schwab-supported RIA and how we can support whichever one you choose.

Audio and video education series
Learn about Schwab platform and solutions, and the opportunities presented by becoming an independent RIA—explore our webcast and podcast series.

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Learn how our platform can support your business.

All inquiries are confidential.

What exactly is a registered investment advisor?
Use this interactive tutorial for a quick overview of the RIA model and Schwab.

What independence means
This white paper (

842K PDF)
explains why many successful advisors are starting or joining independent firms.

“Going independent meant freeing up a lot of my time to do what I wanted to do most — researching for good investment ideas. ”

— Carl Zekaria, Zekaria Partners