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Ready To Break Away? Explore Your Independence as an RIA

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"Ready To Break Away? Explore Your Independence as an RIA"

The power to create a brighter future for themselves and their clients is driving more and more advisors to choose the independent Registered Investment Advisor (RIA) model. Explore the desire for freedom and control that motivates them, the many paths to independence, plus the economics of the RIA business model in this white paper. TRG (1223-33VF)

Over 10,000 advisors became RIAs between 2015 and 2020 alone. Ever wonder why? 

Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. 

As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined. If that’s what you’re looking for, this white paper explains it all from a top-down view. 

Inside the Exploring Independence white paper, you’ll learn:

  • Important aspects of the model ranging from channel growth to the earning potential
  • The many pathways to becoming an RIA
  • Interesting perspectives from RIAs of all sizes
  • How custodians support RIAs, from resources to support
  • Why there has never been a better time to transition to independence







Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”).

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. 

This is a sponsored feature developed by Schwab and supported by ThinkAdvisor. 

ThinkAdvisor is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.  

ThinkAdvisor 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

©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

TRG (1223-33VF)


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