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Considering going independent?
How does Schwab serve advisors?
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Considering going independent?
Learn why independence is right for you
Why go independent?
What convinced other advisors?
What are your options?
Get started
Plan your new advisory firm
Address legal and compliance concerns
Establish your office
Start-up toolbox
Webcast education series
Go with the leader
Plan
Convert
Grow
How does Schwab serve advisors?
Serving your clients
Transfer, trade and manage client assets
Transfer of assets
Asset protection
Account servicing
and reporting
Trading
Portfolio Rebalancer
Research
Offer clients quality products
Individual securities
Mutual funds
Managed accounts
TAMP Platform
Alternative investments
Trust Asset Services
Other products
Work with experts
Your dedicated team
Consultants and specialists
Education and events
Helping you run your business
Technology for your back office
Resources for keeping compliant
Profiting from your success
Supporting your firm’s growth
Plan your for growth
Develop your growth strategy
Evaluate and focus your marketing efforts
Execute your marketing strategy
Use human capital to meet growth goals
Expand your firm through a merger or acquisition
Backing you
Backing the Industry
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