Take your business further with help from our consultants and third party specialists.

Get highly personalized, one-on-one guidance from our consultants who understand your business, or we can connect you with industry third-party providers who can deliver innovative and cost-effective solutions through our Affinity Services Program.

Our team of Business Performance Consultants provides highly personalized business coaching to help you uncover new opportunities and map out actionable strategies to further your business. They're here to help ensure you're well-prepared to take on your most important business objectives and challenges.

RIA industry veterans with years of experience, they can provide a comprehensive and impartial assessment of your firm's current state to help you find areas of opportunity as well as their underlying root causes. Highly collaborative and accountable, our consultants work with you to help you create clearly defined action plans with timelines and step-by-step guidance to keep you moving forward – as well as regular follow-ups to help you stay on track. They offer complete support – including guidance on how to navigate and maximize our thought leadership programs, on-demand content, upcoming live and virtual events and Affinity Services Provider relationships. Their knowledge and resources span a wide range of practice management topics on everything from strategic growth to hiring the right people to improving firm efficiencies to Next Gen strategies and planning for the years ahead.

The Affinity Services Program* offers access to well-known third party providers who also offer solutions and consulting covering a wide range of practice management areas.

  • Variety - more than 100 providers to choose from
  • Clarity - consolidated categories make it easy and fast to find the right provider
  • Value - reduced pricing ranging from 10-30%; depending on the provider
  • Review - a review process for any provider to join and remain a member of the program
  • Collaboration - the ability for clients to work with their Solutions Consultant or directly with a provider to find the best fit for their needs

TD Ameritrade Institutional clients:

Interested in meeting with one of our consultants or connecting with a third-party provider? Start the conversation today by contacting your Relationship Manager or explore the 150+ Affinity Services Providers by category 

Not yet a client?

Speak with an Institutional Sales Representative at 800-934-6124 or contact us to get started.

*Access to Affinity Services Program vendors is provided solely as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. These services are offered at a discount directly through the participating vendors. Participating vendors are independent and are not employees or agents of TD Ameritrade. TD Ameritrade does not guarantee nor is it responsible for the quality or accuracy of any vendor's product or service. In no instance should the listing of a vendor be construed as a recommendation or endorsement by TD Ameritrade. Furthermore, TD Ameritrade does not recommend or endorse any security described by any vendor.