With over $1.6 trillion in assets under management and supporting over 7,500 independent advisors, Schwab is the leading custodian for independent firms providing open-architecture investment product offerings and solutions.

One of the nation’s leading wealth management firms, Royal Alliance has been helping advisors for 50 years. Royal Alliance is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors. Our structure allows us to invest significant resources across our network, so advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.