"We have the ear of TD Ameritrade. They are listening to what we're asking for."

Diane Pearson, Advisor, Legend Financial Advisors

How we continue to support RIAs
Diane Pearson

Tell us where you want to take your business and we’ll help you get there.  We provide you with the tools, support, and capabilities you need to do the very best job for your clients and take your business to the next level. Your success is our business.

Smart Operational Solutions

When you improve your operational efficiency, you can do more for your business, your clients, and your bottom line. Uncover tools and support to help you work smarter, not harder.

Innovative Technology

Run your business your way. We’ve designed our technology solutions to integrate seamlessly with many of the solutions providers you already use. So you can work smarter and more efficiently.

Customized Practice Management

Maximize your business potential by working with our experienced consultants to uncover new opportunities to take your business to the next level.

Flexible Investment Solutions

Every client has different needs. That’s why we give you an open architecture platform - so you can access the strategies you need to choose the right investment mix for your clients.

Steadfast Advocacy

We share your belief in the fiduciary standard and that’s why we’re dedicated to supporting Independent Registered Investment Advisors. Learn about how we advocate for RIAs.