The Charles Schwab Corporation
01/22/2026 | Press release | Distributed by Public on 01/22/2026 08:21
2026 RIA & AI Research Study: Advisor AI in Action
2026 RIA & AI Research Study: Advisor AI in Action
Schwab study reveals RIA AI adoption more than doubles - but most firms still in early stages
Key findings
- AI adoption is accelerating, but mindsets vary. 63% of advisors are using AI, with their efforts unfolding at various stages. Most are still in the experimentation phase, while some are moving toward a more strategic approach. 11% are a hard "no."
- Leadership and culture will define success. At the most successful firms, leadership sets a clear AI vision, models usage, and empowers and upscales teams.
- Data governance and security are more important than ever. As AI adoption grows, so does the need for robust data management, privacy, and compliance.
- AI's impact is most felt in administrative tasks and client communications. Advisors are starting with simple tools like note takers to improve efficiency and client experience.
About the study
The RIA and AI Research Study is an online study conducted for Charles Schwab by Logica Research, an independent research firm. The study was conducted from October 7 to October 26, 2025, among 533 advisors who custody at Schwab. Participation was voluntary and uncompensated.
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The Charles Schwab Corporation published this content on January 22, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 22, 2026 at 14:21 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]