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.

Q&A with Lisa Mihelich from the September issue of The Inside Scoop

Get to know Lisa Mihelich, Managing Director, Advisor Services Institutional Group Service and Workflow Solutions Teams, in this month’s Q&A session.

Schwab Advisor Services | Insights Hub

Independent Advisor Outlook Study

Our semi-annual study captures investment advisor sentiment and opinion related to industry trends, opportunities, strategies for growth, and market outlook.

Upcoming Webcasts

Technical Tools for Options Strategy Selection and Management

October 19, 2021 | 4:30 PM - 5:30 PM EST

This session will discuss ways to use technical analysis to find potential trade setups in equities, ETFs and indexes, which options strategies might be suitable for that situation, and how technical indicators can assist with trade management.

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.