Charting your own course

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For years, financial advisors have sought the freedom and control that comes with going independent as a Registered Investment Advisor (RIA). The model gives advisors more flexibility in how they can serve their clients and grow their businesses. Custodians and platform providers work together to help position advisor teams to reach their full potential. But the RIA channel has become more than a place to break free from traditional advice models. It’s the destination of choice for a mass movement of advisors in search of a better way of doing business—one where advisors and their clients can thrive.

Download this white paper to discover the five business models for the modern RIA.



Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC.

The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services through its operating subsidiaries.

Schwab does not provide legal or regulatory advice. Advisors should consult legal and compliance advisors to address specific circumstances.


On Wall Street is not affiliated with The Charles Schwab Corporation.

On Wall Street will share your information with Sponsor, Charles Schwab & Co., Inc.. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at http://www.schwab.com/privacy.

TRG (0519-92P7) (05/19)