Advisor Research & Insights

Independent Advisor Outlook Study

Schwab Advisor Services’ Independent Advisor Outlook Study offers a snapshot of an industry in motion.

RIA Benchmarking Study

The RIA Benchmarking Study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance.

RIA Compensation Report

Schwab’s RIA Compensation Report reflects responses from Schwab’s RIA Benchmarking Study, the largest study of its kind, and offers a comprehensive look at compensation practices in the independent RIA industry. 

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