Advice Analytics Competitors

At Schwab Advisor Services™, we know that working with the right custodian has never been more important. You can count on us to deliver everything you need for custody and beyond, including: • Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships • 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms • Business consulting and education programs to help you grow on your terms And the best part? We’re just getting started. Learn more at advisorservices.schwab.com. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). * (0425-8FUD)

BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We always start with our clients’ needs and look to offer them more quality choices for how and where to invest their money. Our global investments platform offers our clients access to the world’s markets while making investing easier and more affordable. And with offices in more than 40 countries, our global expertise helps them navigate changing markets to stay ahead of the curve. Follow us for global insights shaping the economy, conversations about financial well-being and more information on culture and careers at BlackRock. https://bit.ly/3n6Fxdy

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.