Image of a franchisee

Franchise owners, in their own words.

A home for your values with room to grow.

When your client-first values and your firm's growth goals are at odds, finding fulfillment can be challenging. Explore how we can help you balance both in a model that Schwab franchise owners say feels like coming home.

Finding your way home

A model built for scale

Schwab's wide open front door philosophy empowers franchise owners to serve a broad spectrum of clients. Learn how the depth and breadth of Schwab's ecosystem can help meet the needs of every investor, from do-it-yourselfers to those with ultra-high-net worth.

Take an in-depth look at why entrepreneurial advisors are choosing the franchise model.

"Is this model right for me?" It's a question everyone considering the franchise model asks themselves. Evaluating your priorities against what Schwab offers can help you decide. Our collection of owner stories, Finding the right fit may provide the extra insight you need to decide which path is right for you.

Your transition

Our transition team will support you every step of the way—but how will it work, exactly?

This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.

Statements made by franchise owners are their own and may not be representative of the experience of others. They are not indicative of future performance or success and come strictly from the franchise owner's direct experiences.

Franchise owners are not employees of Charles Schwab & Co. and are not compensated for their comments.

©2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

3000 Schwab Way, Westlake, TX 76262
(877-520-6470)
MN Franchise Registration Number: F-6699