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Schwab Advisor Network

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If you have complex wealth management needs and want to work with a local independent investment advisor, consider Schwab Advisor Network®. We’ll refer you to an advisor who can offer you specialized guidance and personalized attention.

What do I get?

Access to experienced advisors.

  • The Schwab Advisor Network includes approximately 200 prescreened independent advisory firms nationwide.
  • All advisors are prescreened on criteria such as investment management experience, amount of assets managed, and professional education.
  • Advisors have an average of 20 years of experience. Many hold a professional designation such as CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, or Certified Public Accountant.

Expertise across a broad range of specialties.

  • Advisors can provide expert guidance in investment management, financial planning, insurance, tax strategies, and estate planning, depending on your specialized needs.

A customized referral.

  • We’ll talk with you about your needs and preferences before making a referral.
  • We’ll identify advisors who have the specialized expertise, investment management philosophy, and personal rapport that are right for you.

Comprehensive, personalized management.

  • Your advisor can manage some or all of your investments.
  • Your advisor develops, implements, and handles day-to-day management of a customized plan that includes your total financial picture, not just your investments.
  • Your advisor can work with other professionals, such as your lawyer or accountant, to help coordinate your overall financial situation, or he or she may have in-house expertise to address your tax and estate needs.

What are the fees and minimums?

  • Get a no-cost referral if you have investment assets of $500,000 or more.
  • Services are available for an asset-based fee that varies by investment advisor.1

Take the next step.

Contact us today to discuss whether Schwab Advisor Network is right for you.

Call 877-656-8749 or visit a local Schwab branch.