Business
Schwab Study Reveals RIA AI Adoption More Than Doubles - But Most Firms Still in Early Stages
WESTLAKE, Texas, January 22, 2026--Schwab Study Reveals RIA AI Adoption More Than Doubles - But Most Firms Still in Early Stages
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/5dfe1855d7cc0351a26a02b937eb7358"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/aOXW0ruM4pMwPZa_l4fzzg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTk2MDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/5dfe1855d7cc0351a26a02b937eb7358","width":480,"height":480}},"lazy":false},{"type":"text","content":"New "Schwab Advisor AI in Action" Program Offers RIAs Roadmap, Resources, and Peer Networking as They Accelerate AI Integration","length":137,"tagName":"p"},{"type":"text","content":"WESTLAKE, Texas, January 22, 2026--(BUSINESS WIRE)--AI adoption among independent registered investment advisors (RIAs) has more than doubled since 2023, with 63% now using AI tools in some capacity, according to a new study released today by Schwab Advisor Services™. The study also reveals that most firms remain in the early stages of adoption, with use cases concentrated on administrative tasks like notetaking and email drafting. In addition, of advisors that are using AI, only about one in ten are fully integrating AI into their business strategy.","length":556,"tagName":"p"},{"type":"text","content":"The findings point to a significant opportunity and a widening gap between early adopters and firms still experimenting. In response, Schwab Advisor Services has launched Schwab Advisor AI in Action, a program designed to help RIAs better understand the strategic role AI can play through education, peer connection, and hands-on resources.","length":340,"tagName":"p"},{"type":"text","content":""AI is here, and adoption matters," said Lisa Salvi, Head of Business Consulting and Education at Schwab Advisor Services. "Firms that set a clear vision and invest in upskilling their talent and building strong data foundations will be better positioned to turn AI from a curiosity into a huge competitive advantage."","length":338,"tagName":"p"},{"type":"text","content":"What the Study Revealed","length":23,"tagName":"p"},{"type":"text","content":"Among the 533 RIAs surveyed, 82% of current AI users report relying on generative AI tools—most often through individual experimentation rather than firm-wide systems. Early adopters cite mea...