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Schwab Advisor Services

In PWD coverage since September 14, 2026 · 16+ stories

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Sep 20, 26Deal announcedAnthropic · Charles Schwab — coverage

Sep 20, 26Deal announcedAnthropic — coverage

Sep 14, 26Deal announcedAnthropic — coverage

Sep 13, 26Deal announcedAnthropic — coverage

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Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude

Schwab says it is the only RIA custodian in Anthropic's early release, though Vanguard is on the charter list and says it will not use Claude for custody.

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools

practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price

move · Sep 22Altruist's AI head start makes custody choice a technology bet

RIA · Sep 22Schwab bought AI access; Altruist owns the client record

practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested

The Close · Sep 21Whoever writes the AI data terms keeps the client record

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

The Close · Sep 21Schwab's Claude exclusive is a standards play with an expiry date

move · Sep 17Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points

practice · Sep 14Schwab's Claude exclusive puts a $4,800 AI seat on 16,000 RIAs

RIA · Sep 14Schwab's Claude exclusive buys queue position, not a better model

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions

RIA · Sep 14Anthropic's RIA play runs through seven integration partners

RIA · Sep 14Conquest's direct-to-RIA tier is a hedge on the platform channel

Schwab Advisor Services

Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude

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