Share ownership with an equity partner

You're thinking about going independent as a Registered Independent Advisor (RIA). More flexibility to serve clients your way. More opportunities to grow your business. More control over your own destiny.

But then there's the financial commitment. The risk.
The challenge of doing it all yourself.

If those concerns are weighing on you, consider taking the journey to independence with the support and financing of an equity partner.

The shared RIA path gives you control without shouldering the cost of ownership. Beyond capital, equity partners can be a resource for tech solutions, recruiting, compliance, and business strategies.

Even better, you can negotiate your level of ownership, influence, and involvement.

If your interest is piqued, talk to Schwab Advisor Services®. With years of experience and connections to guide you on the right path, they can help make your move seamless.

Get started by downloading their white paper today.

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