IAA and Schwab Announce Strategic Relationship
October 22, 2025
Contact: IAA VP of Communications & Marketing Janay Rickwalder
(Washington, D.C.) October 22, 2025 – The Investment Adviser Association (IAA) today announced a strategic relationship with Charles Schwab Advisor Services, a leading provider of custodial, operational, and technology solutions for investment advisers.
This collaboration brings together the IAA – the premier advocate for fiduciary investment advisers – and Schwab, known for supporting operational and growth needs of advisory firms. Together, the two organizations will work to strengthen industry advocacy and deliver impactful education and resources to help advisers better serve their clients.
“The IAA is delighted to collaborate with Schwab to enhance the strong value we provide our members. This relationship represents a powerful opportunity to advance the investment advisory profession and support the continued growth and excellence of investment advisers across the country,” said Karen Barr, President and CEO of the Investment Adviser Association.
“The RIA space is growing fast—and with that growth comes incredible opportunity, along with more involvement from regulators. Advocacy in Washington is important, and at Schwab we are proud to be a consistently strong voice for advisers and their clients to modernize the regulatory framework,” said Jon Beatty, head of Schwab Advisor Services. “Our relationship with the IAA spans [more than a decade], and this new commitment underscores something we both believe in deeply: giving RIAs the advocacy, support, and representation they need to continue growing their firms.”
IAA member firms collectively manage over $35 trillion in assets on behalf of a broad spectrum of individual and institutional investors, including pension plans, trusts, mutual funds, private funds, endowments, foundations, and corporations. Charles Schwab Advisor Services is the industry’s leading custodian for independent registered investment advisers, offering a robust suite of technology platforms, practice management tools, and operational support to help firms thrive and scale.
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About the Investment Adviser Association (IAA)
The Investment Adviser Association (IAA) is the leading trade association representing the interests of fiduciary investment advisers. Based in Washington, D.C., the IAA advocates for sound policies that promote investor protection, fair and efficient capital markets, and a vibrant investment advisory profession. IAA member firms collectively manage more than $35 trillion in assets for a wide range of clients, including individuals, institutions, pensions, trusts, endowments, and foundations. For more information, visit www.investmentadviser.org.
