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Schwab is the leading provider of custodial, operational and trading support for independent, fee-based investment advisors. Advisor Services provides independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
- Clients: Serving more than 6,000 independent investment advisors
- History: Founded in 1987 as Schwab Financial Advisors Service
- Locations: Headquartered in San Francisco, Advisor Services maintains nearly two dozen local offices across the United States.
- Management: Jim McCool, executive vice president
- Website: http://www.schwabadvisorcenter.com/public/
Products and Services
Advisor Services offers the following services and solutions:
Trading, Custody and Client Services
We provide a comprehensive range of innovative trading, custody and client services to help advisors provide investment management to individuals, families, and institutions. These services help advisors focus on their primary mission – management of their clients' individual portfolios – while providing a personalized and customized experience. Advisors can benefit from the service and experience of a trading desk with dedicated teams for equities, fixed income and mutual funds, and they can also turn to Schwab for central custody of client accounts.
Wealth Management Services
We offer advisors access to sophisticated wealth management products and services that help them attract and retain affluent clients, as well as profitably expand their businesses. Advisors can address the complex needs of today's affluent investor with many of Schwab's offerings, including a robust managed accounts platform.
Business Consulting Services
Schwab is committed to providing advisors with a full suite of programs, resources and tools to help them manage and grow their businesses profitably. Business Consulting Services is an integrated practice management program for registered investment advisors comprising several offerings: Business Strategy & Planning, Human Capital, Marketing & Business Development, Transition Planning, Compliance Resources and Technology & Operations. Together, these offerings enable advisory firms to develop a vision, establish disciplined marketing and business development strategies, and implement organizational and management best practices. Grounded in our experience working with many of the industry’s most successful firms, Business Consulting Services provides access to proven best practices, thought leadership, and resources such as one-on-one support, robust online tools and industry events — empowering advisors to turn their successful practices into sustainable businesses.
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