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Freedom + Control: Fueling The Independent RIA Movement

December 01, 2023 | Charles Schwab

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 become 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

Charles Schwab

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