Independent Advisor Services, RIA Custodian | TD Ameritrade Institutional

Become a registered investment advisor (RIA) and join the fastest growing segment in wealth management.

Explore your independence

Run the numbers

4 simple steps to going independent

Achieving true freedom is easier than you think. Check out the (shorter than you thought) pathway to becoming an independent RIA.

Secrets to marketing your RIA firm

Bringing in new clients is job #1 for a growing RIA. Find out what successful RIAs are doing to brand, market, and grow their firms.

In a changing 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.

You can put our award-winning tools, services, and team to work for your business.

Find your freedom

Let’s talk about how you can become an independent RIA.

Complete this form

And we'll reach out to start the conversation.

Please correct the information above to submit.

The information you provide is completely confidential.

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.

Doug Liptak's story

Stephen Rischall’s story

Eileen O’Connor’s story

Doug Liptak's story

Stephen Rischall’s story

Eileen O’Connor’s story

Third-Party Site Disclosure