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More than 15,000 RIAs via the Schwab platform can access the Pave system.
Charles Schwab, a custodian for registered investment advisors (RIAs) and a major retail brokerage firm, is offering integrated access to the wealth management platform from Pave Finance, Inc., according to officials.
The move helps RIAs “to link their Schwab client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a single client asset,” officials say. Advisors can deliver personalized, risk-managed portfolios “that scale effortlessly, saving up to 18 hours per week.”
The Schwab platform offers access to over 15,000 RIA firms, which manage more than $4.2 trillion in assets. “Pave’s integration with Charles Schwab represents a major step forward in empowering independents to compete with Wall Street giants, capturing a larger share of a growing market through scalable automation and personalization,” officials add.
“Since the integration, 16 firms with a combined $16 billion in assets across 60,000+ client accounts have already adopted the Pave platform, demonstrating strong demand from forward-thinking RIAs,” officials say. Pave offers a proprietary Asset Intelligence Layer and an optimization engine to help clients outperform the S&P 500.
Officials say that Pave will showcase its portfolio management platform at its third consecutive IMPACT 2025 conference, taking place from November 4-6, 2025, in Denver, Colorado.
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