Help for Independent Advisors
More than 5,500 Registered Investment Advisors (RIAs) rely on us for custodial, operational and trading support. That makes Advisor Services the industry leader in this fastest-growing segment of financial services.
We provide a combination of products, services and technology that help advisors run their business more efficiently and serve their clients.
"The independent advisor business is an incredible success story, and we are proud to be a part of it. Advisors are building fast-growing practices in local communities across the nation because their clients value what advisors have to offer: a unique blend of independence, expertise, creativity, customized solutions and personal attention. We think of ourselves as a custom shop, too, and tailor products, tools and services to meet each advisor's needs. We believe that's the best way to help our clients grow in a way that works for their individual businesses."
Jim McCool, Executive Vice President
Schwab Institutional Services
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Advisor Services is a division of Charles Schwab & Co., Inc. and provides back office and other services to independent investment managers. Charles Schwab & Co., Inc., ("Schwab"), a registered broker-dealer, provides investment brokerage and custody services.