Why work with us

Independence

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.

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Innovation

As you strive to keep up with a changing world, we’re here to back you with industry-leading innovation.

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Industry Advocacy

Whether it’s going to the hill to make policy change or future-proofing the RIA industry, TD Ameritrade Institutional has long been the champion of the RIA model and businesses like yours. 

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Our People

When it comes to understanding your business, serving your needs, and helping you grow, our people make all the difference.

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Our Service

Your custodian should provide the same standard of service as you provide your clients. At TD Ameritrade Institutional, we’re focused on solving your problems and helping you pursue success. 

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Our Commitment

You take your clients’ security seriously. So do we. Our systems, policies, and partnerships are carefully developed and maintained to safeguard your trading environment as well as your clients' personal information and financial assets.  

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Our future with Schwab

Together, we're working with Schwab Advisor Services to combine the strengths of our firms and create a stronger company for tomorrow. Until then, we'll continue to operate as separate custodians providing the resources, service and guidance you need to grow your business.

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