Business
Schwab Advisor Services Expands Schwab Advisor ProDirect™ Program, Bringing Membership Benefits to Current Clients
WESTLAKE, Texas, November 04, 2025--Schwab Advisor Services Expands Schwab Advisor ProDirect™ Program, Bringing Membership Benefits to Current Clients
About this update from Charles Schwab Corporation (the)
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":480,"height":480,"url":"https://media.zenfs.com/en/business-wire.com/9f05e6528bc46907ea5cac570d3f7657"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/7TgXCwua_lv_byVJMnIe4Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTk2MDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/9f05e6528bc46907ea5cac570d3f7657","width":480,"height":480}},"lazy":false},{"type":"text","content":"WESTLAKE, Texas, November 04, 2025--(BUSINESS WIRE)--Schwab Advisor Services today announced the expansion of Schwab Advisor ProDirect™, making the program available to current independent registered investment advisor (RIA) client firms. Initially launched in July for advisors moving to independence, the membership-based offering now also supports established firms looking to expand their impact, streamline operations, and boost enterprise value.","length":451,"tagName":"p"},{"type":"text","content":"As part of Schwab’s ongoing commitment to helping RIAs achieve sustainable, organic growth, Schwab Advisor ProDirect™ reflects one of the many ways Schwab works with advisors to help them strengthen their business foundations and deliver more for their clients.","length":261,"tagName":"p"},{"type":"text","content":""Advisors are navigating more complexity than ever, and we’re here to help clear the way," said Jon Beatty, Head of Schwab Advisor Services. "Schwab Advisor ProDirect™ demonstrates how we champion the independent model with structure, experience, and conviction as we consistently innovate to support client growth beyond traditional custody. We’re excited to welcome our first class of both new and existing clients to the program this January and we’ll be with them every step of the way."","length":511,"tagName":"p"},{"type":"text","content":"Structured for Sustainable Growth","length":33,"tagName":"p"},{"type":"text","content":"The expansion comes amid a period of strong momentum across the independent advisory space. According to Schwab’s 2025 RIA Benchmarking Study, firms of all sizes saw substantial growth, with assets under management rising 16.6% and revenue increasing 17.6% year over year. The 2025 Independent Advisor Outlook Study found that advisors’ top priorities over the next three years include...