Searching for a better platform?

• Searching for a better platform?
  • Learn about us and how we can
    help
    • Discover the benefits of working
      with us
    • What convinced other advisors
    • Decide to start or join a firm
    • Webcast education series
  • Find out how we can support your transition
• How do we help you succeed?

Learn about us and 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 Institutional.

Discover the benefits of working with us

See why more advisors move their business to Schwab Institutional 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.

Webcast education series

Learn about Schwab Institutional’s platform and solutions, and the opportunities presented by becoming an independent RIA in our on-demand Webcast series.

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Investment managers must meet eligibility requirements to participate in certain services. Schwab Institutional is a division of Charles Schwab & Co., Inc. (“Schwab”) and provides back office and other services to independent investment advisors. This Web site is intended to provide a general overview of some of Schwab Institutional’s products and services. The information included is subject to change. Third-party trademarks are the property of their respective owners.

Third party firms and their employees are not affiliated with or an employee of Schwab.

Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

© 2008 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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