Advisor Services
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Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent, fee-based investment advisors. We focus on providing independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
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Facts
| Headquarters |
San Francisco |
| History |
Founded in 1987 as Schwab Financial Advisors Service |
| Management |
James D. McCool, executive vice president |
| Clients |
Serving approximately 5,500 independent investment advisors who custody around $542.1 billion in client assets (as of Sept. 30, 2008) |
| Locations |
More than two dozen local offices across the United States |
| Website |
www.schwabinstitutional.com/public/ |
Products and Services
Schwab 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.
GrowthPoint™
Schwab is committed to providing advisors with a full suite of programs, resources and tools to help them manage and grow their businesses profitably. We deliver practice and business management information through a wide array of educational programs, conferences and business planning tools. Through GrowthPoint, the most comprehensive practice management program available to advisors today, we take a uniquely tailored, strategic approach to helping advisors build their businesses. GrowthPoint consists of three distinct service offerings: Marketing/Business Development, Business Strategy/Planning and Transition Services. Its landmark RIA Benchmarking: Growth Trends Study is the cornerstone of the new offering. More than 1,000 independent investment advisory firms of all sizes and types across the country complete a comprehensive questionnaire on growth and marketing/business development each year and receive a customized Peer Benchmarking Report that provides an in-depth analysis of how their growth compares to firms of similar size and type.
Contact Information
Schwab Advisor Services
101 Montgomery Street
San Francisco, CA 94104
(877) 687-4085
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