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Choosing between Schwab and Fidelity as your RIA custodian is one of the most consequential platform decisions your firm will make. Both are well-established, well-resourced institutions. Both support independent advisors at scale. The real question is not which one is better in the abstract — it is which one fits your firm's service model, technology preferences, client base, and compliance posture. According to a 2025 custodian trends report from AdvizorPro, more than 58% o