2026 Independent Advisor Outlook Study
Schwab Advisor Services’ 2026 Independent Advisor Outlook Study offers a snapshot of an industry in motion.
Key findings
- According to the advisors surveyed, being a fiduciary is the top benefit of being an RIA.
- Advisors are broadening their offerings with trading, pledged asset lines, and alternative investments to address evolving client needs.
- 66% of advisors plan to use AI to support the client experience while keeping relationships personal, with administrative efficiency seen as its biggest potential impact.
About the study
Schwab’s Independent Advisor Outlook Study (IAOS) is conducted for Charles Schwab by Logica Research. Logica Research is neither affiliated with, nor employed by, Charles Schwab & Co., Inc.
The study consists of a quantitative online survey, conducted from July 13 through July 30, 2026, polling 1,235 independent investment advisors who custody assets with Schwab Advisor Services, representing a total of $497 billion in AUM. Participation was voluntary, participants were not incentivized, and the typical (median) survey length was 16 minutes.
Media Contact: Kristin Meza
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