Choose independence over interference

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

Explore your independence Run the numbers

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.

Crisis management: Evaluating reactions to heightened volatility

Is the best response to a market pullback always no response at all? Advisors weigh in.

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

September 29, 2020 4:30 PM - 5:30 PM EST

Covered Calls: A Versatile Strategy

Covered calls are generally thought of as a potential income-generating strategy. But they also have several additional planning applications for advisors and their clients, including risk reduction and creating structured exits.

Discover what’s happening

A definitive agreement has been reached for Charles Schwab to acquire TD Ameritrade. Read more.

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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

Crisis management: Evaluating reactions to heightened volatility

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

Beyond the Portfolio podcast

Covered Calls: A Versatile Strategy

Choose independence over interference

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