Learn how we can help you succeed

At Schwab, we’re focused on what matters most to advisors like you: serving your clients, running your businesses efficiently and growing for the future. How do we know what you need? Because we not only pioneered the industry, we serve more than 6,000 RIAs—more than any other custodian in the business.

Serving your clients

Count on Schwab for the platform, products and personal service you need to deliver the best experience to your clients.

Transfer, trade and manage client assets

Offer clients quality products

Work with experts

Supporting your back office

We’ll help your back office run smoothly, so you can focus on building client relationships.

Maximize the power of technology

Keep your firm compliant

Profit from your success

Helping you grow

As you develop a plan for growth, we can offer the strategies and resources you need to meet your objectives.

Plan for your growth

Expand your firm through a merger or acquisition

Committed to your success

Find more information or preview what it's like to work with Schwab.

All inquiries are confidential.

New year, new pricing

Learn how we reduced pricing for advisors that custody with Schwab.

Featured Tools & Events

Schwab's new advisor website

Learn how Schwab Advisor Center^TM allows you to explore and use client data in a more flexible way.

How some RIAs are positioning for the future

This white paper ( 259K PDF) offers insights from Schwab’s 2009 RIA Benchmarking Study.

Why are advisors going independent?

This new white paper ( 842K PDF) explains why many successful advisors are starting or joining independent firms.

Learn from advisors like you

Use this frequently asked questions tool to learn about the experiences of advisors starting their firms with Schwab.

Audio and video education

To help you evaluate the RIA model and Schwab, we've created a series of webcasts and podcasts that feature experts and advisors.

Financial benefits of the RIA model

Use our tool to compare business models, forecast expenses and understand equity valuation.

Legal and regulatory considerations for going independent

This industry report can help advisors assess the legal and regulatory considerations involved in going independent.

Going independent planning tool

Map out the steps you'll take to launch your new independent advisory practice. Use our tool to identify some of the key tasks.

Committed to your success

Schwab provides advisors the service, products and platform they need to succeed. Learn more.