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United in our passion for serving advisors.

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.

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.

Learn more about our future with Schwab
As an RIA, connections matter.

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.

Learn more about RIAConnect

What's happening

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?

Is additional professional certification right for you?


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



Read more

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.

Learn more

We’re still here for you.

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>
Independence

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

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

Access our open architecture platform and technology to help you stay ahead of the curve.

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

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

Are you looking for more? More control over how your business functions, earns, and grows. And more satisfaction from doing what's best for your clients. These are just a few of the potential benefits of being an independent RIA. We can help you explore your options.

Learn more

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


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Existing TD Ameritrade Institutional Clients:

Please call 800-400-6288.

Exploring Independence?

Please call our colleagues at Schwab Advisor Services at 877-687-4085 to continue the conversation about becoming an RIA or finding a new custodian.

Contact us

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.

Check the background of TD Ameritrade on FINRA's BrokerCheck
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