Fund · Service·RIA Rollups

Charles Schwab Advisor Services

Westlake, Texas, United Statesadvisorservices.schwab.com1expert edge

Provides custody, trading, technology, and comprehensive support services to independent Registered Investment Advisors (RIAs) with over $1.2 trillion in assets under management across 7,500+ advisors.

Why interesting to a deal team

Leading infrastructure provider to RIA ecosystem; 35+ year track record supporting independent advisors with critical technology and operations platform.

Experts connected to this company

David DeVoeFormer Managing Director, built RIA M&A transition platform

David DeVoe

Founder and CEO

DeVoe & Company

BankerSan Francisco

As founder of the industry's leading RIA M&A bank and data source, DeVoe sees nearly every major wealth-management deal before it's public.

Sources

No name matchPrimaryArchived 2026-08-04
advisorservices.schwab.com
No name matchPrimaryArchived 2026-07-12
advisorservices.schwab.com/why-schwab

Strongest evidenceNo name match2 public sourcesHow the grades work