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Gudorf Financial Group Gains Independence as an RIA with Charles Schwab

Breaking free from Cambridge, this Ohio firm now controls $100M+ in assets—with a unified approach to retirement, taxes, and estates. Here's how it changes the game.

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The image shows a graph depicting the projected Puerto Rico consolidated fund from 2010 to 2013....
The image shows a graph depicting the projected Puerto Rico consolidated fund from 2010 to 2013. The graph is accompanied by text that provides further details about the fund.

Gudorf Financial Group Gains Independence as an RIA with Charles Schwab

Gudorf Financial Group has become an independent Registered Investment Advisor (RIA) after eight years under Cambridge Investment Research. The Ohio-based firm now operates with full control over its advisory services, specializing in retirement planning for clients aged 50 and older. To support its operations, the company has chosen Charles Schwab as its primary custodian.

The transition to independence allows Gudorf Financial Group to manage over $100 million in client assets under a fee-only fiduciary model. This shift gives the firm complete discretion over retirement planning, investment decisions, tax strategy, and estate coordination. By consolidating these services, the company aims to streamline financial guidance for clients with complex needs.

Under the leadership of Danny Gudorf, a Miami University alumnus, the firm has also aligned its services with Gudorf Law Group and Gudorf Tax Group. This integration creates a unified advisory framework covering retirement planning, tax preparation, and estate management. Charles Schwab provides the necessary custodial infrastructure, technology, and reporting tools while maintaining the firm's autonomy.

Gudorf Financial Group's move reflects a broader industry trend. Since 2020, around 1,200 additional RIAs in the US have partnered with Charles Schwab as their primary custodian. Growth has been particularly strong in the Southeast, including Florida and Georgia, as well as the Mountain West, with states like Colorado and Texas seeing over 30% year-over-year increases by early 2026.

The firm's independence strengthens its ability to offer tailored financial solutions under one advisory structure. Clients now benefit from a cohesive approach to retirement, tax, and estate planning. More details about its services can be found at gudorffinancial.com.

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