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Explore the benefits of working with independent registered investment advisors through videos, white papers, content from leading financial publications and step-by-step guides.

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Is Your Financial Advisor Up To Today’s Challenges? – Schwab Custom Content

See why there's never been a better time to find a financial advisor who is a true fiduciary.

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A Custom Wealth Plan Can Support Your Life Goals – Wall Street Journal Custom Content

Find out how to start creating a long-term plan that’s customized for you.

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Impart Key Values To Your Kids With the Help Of An Independent Financial Advisor – Wall Street Journal Custom Content

Learn how advisors can help you and your family pass on values that will stand the test of time.

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How a Customized Plan Can Help You Preserve Wealth – Wall Street Journal Custom Content

See how financial advisors can help you manage life’s ups and downs.

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How to Build a Family Legacy While Pursuing Your Goals – Wall Street Journal Custom Content

Do you have an estate plan in place? See how an independent financial advisor can help.

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How to Factor Your Family Into Retirement Plans – Wall Street Journal Custom Content

See how financial advisors can help uncomplicate preparing an estate plan.

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Build a Family Legacy With the Help of an Independent Financial Advisor – Wall Street Journal Custom Content

Find out how to create an estate plan that aligns with your goals and values.

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Pursue Your Financial and Life Goals With an Independent Financial Advisor – Wall Street Journal Custom Content

Learn how advisors can help you build financial strategies aligned to your life goals.

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How an Independent Financial Advisor Can Help You Retire on Your Terms – Wall Street Journal Custom Content

Learn how trusted financial experts help you make smarter decisions.

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How an Independent Financial Advisor Can Help You Pass On Values in Retirement – Wall Street Journal Custom Content

Discover why unbiased help can ensure wealth isn’t your only legacy.

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When It Comes to Managing Your Wealth Can You Spot Your Blind Spots? – Wall Street Journal Custom Content

Play this interactive game to identify four common financial mistakes.

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How Living Longer May Affect Your Retirement Plan – Wall Street Journal Custom Content

See why increased life expectancies are reshaping our financial future.

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Developing A Longer-Term Plan – Wall Street Journal Custom Content

Do you know the differences between a broker-dealer and an independent financial advisor?

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The True Cost of ‘Gray Divorce’ – Wall Street Journal Custom Content

See the retirement challenges for divorcees and how independent advisors can help.

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Is Your Financial Advisor Working For You? – Wall Street Journal Custom Content

Take this quiz to see if your advisor has your best interests in mind.

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Spotting Your Blind Spots – Wall Street Journal Custom Content

Discover how independent financial advisors can shine light where it's needed.

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Questions to Ask a Financial Advisor About Fees – Wall Street Journal Custom Content

6 questions you may want to ask your advisor about what you're being charged, and why.

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selecting a financial adviser

A Guide To Selecting A Financial Adviser – New York Times Custom Content

Read this guide before you pay a penny for financial advice.

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Questions to ask your advisor

Four Questions To Ask Your Financial Advisor – Forbes Custom Content

Use these to learn about an independent financial advisor's credentials and business structure.

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history, trust, accountable, fiduciary

History’s Lessons in Trust – The Atlantic Custom Content

Learn the definition of the Trust Economy and how investment has evolved over the years.

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financial planning persona

Which Financial Planning Persona Are You? – Forbes Custom Content

Take this quiz to see if you could be making smarter investment decisions.

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Five Things Financial Advisors Can Do For You – Forbes Custom Content

See the benefits of personalized financial guidance.

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How to find the right advisor – Forbes Survey

Learn what today’s investors are saying about what truly matters in an advisor.

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Five Key Benefits Of Independent Financial Advisors

Independent advisors have the freedom to always act in your best interests. Like it ought to be.

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Investors Trust Independent Financial Advisors

See why we put so much into supporting today’s independent financial advisors.

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How Do I Choose The Right Advisor?

The essential questions everyone should ask advisors before making their selection.

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A Different Kind Of Relationship

See three scenarios where independent advisors provided custom solutions to complex problems.

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Find a local independent financial advisor.

Once you have finished identifying your investment goals and preferences, and are ready to interview advisors, search for independent advisors in your area by using our directory and entering a five-digit ZIP code.

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RIAs are independent from and not affiliated with Schwab. Schwab does not review, monitor, or supervise any of the services RIAs provide to their clients.

Links to third-party websites on this page are provided by Schwab solely as a convenience to you. These sites are not affiliated with Schwab. Schwab has not reviewed the sites and is not responsible for their content. Schwab has made no judgment or warranty with respect to the accuracy, timeliness, completeness, or suitability of the content on these sites. Your use of these sites is at your own risk.

This content is made available and managed by Charles Schwab & Co., Inc. (“Schwab”). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). Schwab provides custody, trading, and operational support services for RIAs.

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