Independent Advisor Services, RIA Custodian | TD Ameritrade Institutional

As champions of independence, we are creating an even stronger company, and striving to integrate the best of both TD Ameritrade Institutional and Schwab Advisor Services in order to bring you more of the products and support you need to succeed as an independent RIA. We're united in our passion to innovate and break new ground in order to help you grow. And, we are committed to continually evolve in order to offer you the best of both companies.

Award-winning advisor technology. Still at your fingertips.

iRebal^® and thinkpipes^® are still available.

The best of TD Ameritrade Institutional's advisor technology—like our advanced trading and rebalancing tools iRebal and thinkpipes—is still available for you. Use it run your business more efficiently allowing you to spend more time with your clients.

As an RIA, connections matter.

Form connections that can keep your business moving with RIAConnect^®. Free to Advisors using Veo One^®, the RIAConnect platform uses an advanced algorithm to match you with the advisor, firms and new talent you need to make your next move.

In an ever-evolving financial advice landscape, TD Ameritrade Institutional is committed to informing you about the latest news in the RIA industry, updates on your favorite technology platforms, and highlights regarding our integration with Schwab.

Is additional professional certification right for you?

With an “alphabet soup" of certificates and designations, how can advisors know which ones are worth pursuing?

Schwab Advisor Services | Managing Risk

RIA Washington Watch

In one of its final acts of 2022, Congress approved a massive year-end spending bill that includes the long-anticipated retirement savings package known as SECURE Act 2.0. The most notable provision from a financial planning perspective is the increase in the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account from age 72 to 73. The new RMD age applies to anyone who turns 72 on or after January 1, 2023. In 2033, the RMD age will increase again to 75.

We will continue to help guide your journey to independence, advocate for the RIA industry and fiduciary standard, and provide you with the tools and services you need to best serve your clients.

<span style="color:#087900;">Independence</span>

Industry Advocacy

The future for RIAs looks bright. And we're committed to helping you uphold your fiduciary responsibility.

<span style="color:#087900;">Innovation</span>

Hear what real advisors have to say

Doug Liptak's story

Doug and his partners grew their firm exponentially by keeping things simple and focusing on what matters.

Stephen Rischall's story

Stephen left his independent broker-dealer to start his own firm and found the freedom he was looking for.

Eileen O'Connor's story

See how CEO Eileen grew her firm’s AUM by creating the right kind of culture and focusing on teamwork.

Watch more advisor stories

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.

Award-winning advisor technology. Still at your fingertips.

iRebal^® and thinkpipes^® are still available.

As an RIA, connections matter.

Is additional professional certification right for you?

Schwab Advisor Services | Managing Risk

RIA Washington Watch

Upcoming Webcasts

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Becoming an RIA: Is it the right move for you?

Doug Liptak's story

Stephen Rischall's story

Eileen O'Connor's story

Existing TD Ameritrade Institutional Clients:

Exploring Independence?

Award-winning advisor technology. Still at your fingertips.

iRebal® and thinkpipes® are still available.

As an RIA, connections matter.

Is additional professional certification right for you?

Schwab Advisor Services | Managing Risk

RIA Washington Watch

Upcoming Webcasts

{{eventName}}

{{eventDateTimeTag}}

Becoming an RIA: Is it the right move for you?

Existing TD Ameritrade Institutional Clients:

Exploring Independence?

Third-Party Site Disclosure

iRebal^® and thinkpipes^® are still available.