The RIA Model and Advisor Independence

Transitioning to the Independent Registered Investment Advisor (RIA) model offers financial advisors increased growth opportunities and control over their practice. Utilizing services like those provided by Schwab Advisor Services, advisors can navigate the complexities of this transition with confidence, ensuring they are well-supported throughout the process. The RIA model empowers advisors to define their vision, create a strategic roadmap, and seamlessly move their clients to this new framework. This shift not only enhances independence but also fosters a more personalized relationship with clients, which can lead to better outcomes and satisfaction.