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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.
Featured Article

Every investor should ask questions.

At Charles Schwab, we believe good questions can lead to game-changing answers.

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Questions to ask your advisor

Forbes: Four questions to ask your financial advisor.

Financial advisors come in all shapes and sizes and can offer different types of financial...

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history, trust, accountable, fiduciary

The Atlantic: History’s Lessons in Trust.

Some may know the act of investing is an ancient one, but its modern iteration...

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financial planning persona

Forbes: Which Financial Planning Persona Are You?

Investors are, of course, not all alike. Not only do people have varying asset levels...

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I am an independent financial advisor.

What is an independent financial advisor and why does independence matter?

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Forbes: Five things financial advisors can do for you.

For the affluent, making the decision to hire a financial advisor is often triggered by...

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Forbes Survey: How to find the right advisor.

What’s the best way to find an advisor that will meet your needs in the...

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Five key benefits of independent financial advisors.

The right investment advisor does what's right for you. What is an independent financial advisor?

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Investors trust independent financial advisors.

Charles Schwab is sending a message: We are committed to the success of over 7,000...

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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.

Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best aligns with your own interests and needs.
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