Charles Schwab Advisor Services
Phone: (877) 687-4085
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of 12/3/11, client assets custodied with Schwab Advisor Services stood at $679 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately 1/3 of total client assets custodied with The Charles Schwab Corporation.
Scottrade Advisor Services
Phone: (866) 306-7135
Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors.