Overview
"TD Ameritrade made us feel at home. They helped us through the transition."
Dan Hypes, CEO, LifePlan Financial Group
Making the Move with Us
Your transition. Your way. That's something you can count on when we work together. We understand that the transition process needs to work for you, your clients and your business. We'll lead you through every step of the transition process and give you a clear path to help you make the move your way.
Why independence?
By becoming an RIA, you'll gain more control over your business and compensation - and more flexibility to meet your clients' wealth management needs.
Already an RIA?
We're more than a custodian. Our business has been built by and for RIAs from the ground up. We don't compete with you in the same way that other custodians do - Independent RIAs are TD Ameritrade Institutional’s wealth management channel. We dedicate all of our resources toward understanding where you're coming from and where you're going. Then, we bring you the support, tools and resources you need.