Schwab Advisor Services Announces National RIA Day, the First Annual Day Celebrating Independent Registered Investment Advisors
Business Wire•27/10/2026•18:00 ET
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Key Highlights
- ➤National RIA Day launches February 17, 2027, then every third Wednesday of February
- ➤Schwab serves nearly 17,000 RIAs and safeguards nearly $6 trillion in client assets
- ➤Schwab will ring the New York Stock Exchange closing bell February 17, 2027
- ➤CFP Board, Foundation for Financial Planning, and Investment Adviser Association join inaugural partners
Expert Statements
Jon Beatty, Head of Schwab Advisor Services
“For nearly 40 years, we've stood alongside independent advisors who put their clients first every single day.”
Jon Beatty, Head of Schwab Advisor Services
“The RIA industry has never had a moment to call its own. National RIA Day changes that. While we are a proud supporter, this isn't about Schwab. This is about celebrating an entire community and showing the next generation that this is a career worth building.”
Lisa Salvi, Head of Business Consulting & Education
“Independent fiduciary advice isn't just a regulatory standard — it's a relationship standard – and it’s reflected in how RIAs show up for their clients every day.”
Lisa Salvi, Head of Business Consulting & Education
“National RIA Day is a chance to celebrate that, to support the advisors who live it, and to open a door for the students who will carry it forward.”
Leslie Tabor, Director of Business Consulting Services
“The next generation of this profession is sitting in classrooms right now, and most of them have never heard of it.”
Leslie Tabor, Director of Business Consulting Services
“National RIA Day gives us one day a year to change that, and a reason to keep building the education that carries students from a first conversation to a first job.”
Schwab Advisor Services Announces National RIA Day, the First Annual Day Celebrating Independent Registered Investment Advisors
* What it is: National RIA Day is a new annual day recognizing independent registered investment advisors (RIAs) and honoring their commitment to putting clients first. The day will celebrate the work being done across the industry and inspire the next generation of talent.
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