RIA Custody Race

Here’s how the giants of the business stack up. Firm Charles Schwab Fidelity Investments Pershing TDA RIA Unit Schwab Advisor Services Fidelity Institutional Wealth Services Pershing Advisor Solutions TD Ameritrade Institutional Number of RIAs

Firm Charles Schwab Fidelity Investments Pershing TDA
RIA Unit Schwab Advisor Services Fidelity Institutional Wealth Services Pershing Advisor Solutions TD Ameritrade Institutional
Number of RIAs 6,000 3,500 480 5,000
Assets in Custody $472 bill. $290 bill. $70 bill. $80 bill.
Breakaway FAs (2008) 123 teams 102 teams 16 teams 59 teams
Assets, Breakaway FAs (2008) $13 bill. $6.1 bill. $4 bill. Not provided
Source: Company reports
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