Considering going independent?

The importance of open architecture

Working as an independent advisor with Schwab Institutional provides you with the freedom to make choices based on what's best for you and your clients.

Learn why independence is right for you

How can you decide if independence is right for you? Learn about the benefits, hear from peers who’ve made the move and find out what the next step is.

Why go independent?

The advantages and rewards include more freedom, more career satisfaction and the potential for greater earnings.

What convinced other advisors?

What were some of the factors that influenced other advisors in deciding to make the move? Hear about it from RIAs who recently turned independent.

What are your options?

There’s more than one path to independence. Learn about the options here.