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  • One and only you.

    You've made your business uniquely yours and we’re proud to support your one-of-a-kind needs. Wishing you holiday happiness and a prosperous New Year.

    Tom Nally

    Tom Nally

    TD Ameritrade Institutional


    I realize that nothing we did last year or will do in 2018 would be possible
    without you. 

    Read Tom's year-end blog post
    6,000 advisors came together

    6,000 advisors came together with one goal in mind…Watch how we made life better–together

    Take a look at 2017
  • It’s a great time to explore your freedom.

    There’s a lot to be excited about in the RIA model. That’s why advisors like you have made the move–and are giving you a glimpse into the process.

    Explore Their Stories

    Anjali Jariwala

    Anjali Jariwala

    FIT Advisors


    The industry is changing, and I’m really excited to be part of the evolution. 

    Get Anjali's growth advice
    The future of the industry has arrived.

    The future of the industry has arrived.See how

    Explore Their Stories
  • Maximize Your Technology, Minimize Expenses.

    Access industry-leading technology that can help you streamline processes and help you stay connected to your clients.

    Learn more

    Chris Valleley

    Chris Valleley

    TD Ameritrade Institutional


    Many advisors only scratch the surface of the capabilities of their technology. Dig a little deeper and see what you uncover. 

    Learn More
    Become an integrated technology powerhouse

    Become an integrated technology powerhouseWatch the video

    Move beyond client satisfaction

Tired of lip service?

Is your custodian all talk and no action? Find out which promises RIAs say you should hold them to—no matter what.

Get Their Advice 

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