"We have the ear of TD Ameritrade. They are listening to what we're asking for."
Diane Pearson, Advisor, Legend Financial Advisors
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.
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.
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.
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.