Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. The views expressed are those of the third party and are provided for information purposes only. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. Read about privacy at Schwab at The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Past performance is not an indicator of future results. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firm. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. They are categorized into eight peer groups by AUM size. Participant firms represent various sizes and business models. Schwab did not independently verify or validate the self-reported information. Fielded from January to March 2023, the study contains self-reported data from 1,300 firms that custody their assets with Schwab or TD Ameritrade and represents over $1.7 trillion in assets under management, making this the leading study in the RIA industry. Since the inception of the study in 2006, more than 4,500 firms have participated, with many repeat participants. The 2023 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. Schwab designed this study to capture insights in the Registered Investment Advisor (RIA) industry based on survey responses from individual firms. About the 2023 RIA Benchmarking Study from Charles Schwab
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