Our AdvisorDirect® referral program gets you an introduction to an independent Registered Investment Advisor (RIA). If you decide to engage in their services, they will work with you to develop customized investment strategies around goals which may include portfolio management, retirement planning, and tax, trust, and estate planning.Call 800-454-9272 for more information or find a local TD Ameritrade branch.
Get started with AdvisorDirect
A TD Ameritrade financial consultant will help you identify an independent RIA near you to arrange a face-to-face meeting
You’ll have a free consultation to become comfortable with their approach and discuss your financial goals
If it’s a good fit, they’ll work with you to create a management approach for your portfolio, including best strategies for your goals, and how involved you’ll be in the decision‐making process
Personalized service, flexible support
Your independent RIA is repsonsible for understanding your wealth-related needs and plans for the future, providing you with objective advice based on your goals. Whether you opt for a hands-on or hands-off approach, your RIA should provide the level of support needed to effectively create and manage your portfolio.
Your best interest in mind
It’s an RIA’s fiduciary and legal duty to act in your best interest.
Every independent RIA participating in the AdvisorDirect program has met our proprietary eligibility requirements.
With a straightforward fee structure, RIAs typically charge a percentage of your managed assets, so it’s in their best interest to make portfolio recommendations consistent with your needs and objectives.
Put our AdvisorDirect program to work for you
Call 800-522-5944 or stop by a local TD Ameritrade branch to talk to us face-to-face.
Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular RIA. Minimum asset level required. There is no charge or obligation for the initial consultation with the RIA. Once you select a RIA, you will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. You should review an RIA’s Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect Disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIA’s services and fees. RIAs charge an ongoing investment advisory fee for their services. RIAs will pay TD Ameritrade fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees you will pay your RIA. For additional details about the fees paid to TD Ameritrade and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document and ask your RIA about its specific arrangement with TD Ameritrade. You are solely responsible for evaluating any advisor that you are considering.
TD Ameritrade, Inc., member FINRA/ SIPC. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade.