Case Study

Affiliate with an existing RIA firm

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Independence is calling. But building a firm from scratch isn't for everyone.
Affiliation offers another way to move into the independent RIA model.

The Affiliate white paper outlines how it works and what it can look like to pursue independence without starting from the ground up.

It's a balanced approach, where you keep ownership of your practice and client relationships while aligning with a firm that already has brand and infrastructure in place.

You get access to established technology and back-office support, along with resources designed to support your move. This can help reduce operational complexity while opening the door to potential growth opportunities, such as marketing and events.

The benefit is a simpler move that lets you focus more on clients.

If independence is on your radar, many established firms are actively looking to add experienced advisors. Schwab can help you explore your options. As the leader in custody, they've helped thousands make the transition to the RIA model.

Get started by downloading the white paper today.

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