Choose independence over interference

Change your perspective when you become a registered investment advisor (RIA).

A custodian that’s at your side

In an ever-evolving financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better. You’re in this business because you want to do what’s best for each person you serve. And we’re in it to serve you with creative innovation, dedicated service, and outspoken advocacy on behalf of independent RIAs.

Innovation

Access open-architecture fintech and game-changing service. Not just to stay with the times, but ahead of them.

Independence

We never tell you how to run your business. Instead, we’ll support the way you work, on your terms.

Industry advocacy

The future for RIAs looks bright. And we’re committed to doing what it takes to help keep it that way.

What the industry is saying

Put our award-winning tools, services, and team to work.

Planning your exit: Creating a succession strategy for your RIA firm

RIAs spend their entire careers building their business and helping their clients pursue their goals. So what happens when they get ready to retire?

See what’s trending

This year's NextGen Scholarship & Grant winners have been announced

Students applied for one of 12 $5,000 NextGen Scholarships, and $15,000 grants were awarded to six universities that demonstrate commitment to financial planning education.

Read the press release

Beyond the Portfolio podcast

Hear stories from RIAs who are turning the challenges of advising into real opportunities.

Listen now

December 08, 2020 4:30 PM - 5:30 PM EST

Technical Analysis: Spotting Trend Reversals

Join us for a discussion about recognizing potential weakness in an established trend (bullish or bearish) and the subsequent signals to help determine when that trend may be changing direction.

Discover what’s happening

Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website www.sec.gov. TD Ameritrade is not responsible for services or policies of any third party. TD Ameritrade does not recommend or endorse any advisor that utilizes its brokerage or custodial services. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients.

Choose independence over interference

Doug Liptak’s story

Stephen Rischall’s story

Eileen O’Connor’s story

Planning your exit: Creating a succession strategy for your RIA firm

This year's NextGen Scholarship & Grant winners have been announced

Beyond the Portfolio podcast

Technical Analysis: Spotting Trend Reversals

Find your freedom

Choose independence over interference

Find your freedom

Third-Party Site Disclosure