You’ll find getting new clients is way easier with a major custodian (try TD Ameritrade, low min and good reputation) as an ria. It took me 3 years with a indy b/d to get the $9 mil - then added TD Ameritrade TD Ameritrade is an attractive choice for individual investors. It bought Scottrade and in the result surpassed Charles Schwab in terms of number of customers. However, thanks to its own family of mutual funds Charles Schwab is ahead in terms of total Assets Under Management (AUM). 22 Oct 2019 Your RIA firm doesn't have to charge a percentage of assets under management (AUM), as in traditional in financial advising. You can offer your  In an ever-evolving financial advice landscape, TD Ameritrade Institutional is See how CEO Eileen grew her firm's AUM by creating the right kind of culture  16 Apr 2019 “We take into consideration a firm's assets, growth prospects and its business plan, among many other factors,” says TD Ameritrade Institutional  according to TD Ameritrade Institutional's annual industry benchmarking study. Median assets under management per client last year rose to nearly $1 million, 

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.

3 Dec 2019 See: Walt Bettinger sugarcoats nothing to TD Ameritrade RIAs about $322 million AUM and $425 million AUA, 15-person, Dallas-based RIA  20 Sep 2018 TD Ameritrade has 11 million funded accounts and $1.2 trillion of assets, including those held through its 6,000 RIA clients. Part of the muted  25 Nov 2019 Charles Schwab is buying TD Ameritrade in a $26 billion stock transaction. practices with fewer than $100 million in assets under management. Schwab, Fidelity, TD and Pershing collectively hold 80% of the RIA firms' $4 

The spotlight on small RIA custodians shines as the industry awaits a Sept. 30 close of TD Ameritrade's purchase of Scottrade Advisor Services. The St. Louis-based custodian will come to TD loaded up with thousands of small RIAs that don’t fit the TD model. Indeed, many may not even fit the Scottrade model.

You’ll find getting new clients is way easier with a major custodian (try TD Ameritrade, low min and good reputation) as an ria. It took me 3 years with a indy b/d to get the $9 mil - then added TD Ameritrade TD Ameritrade is an attractive choice for individual investors. It bought Scottrade and in the result surpassed Charles Schwab in terms of number of customers. However, thanks to its own family of mutual funds Charles Schwab is ahead in terms of total Assets Under Management (AUM). 22 Oct 2019 Your RIA firm doesn't have to charge a percentage of assets under management (AUM), as in traditional in financial advising. You can offer your  In an ever-evolving financial advice landscape, TD Ameritrade Institutional is See how CEO Eileen grew her firm's AUM by creating the right kind of culture 

Indeed, the typical firm increased its client base nearly 8%, and median RIA revenue growth soared nearly 16%, the biggest percentage gain in seven years, according to TD Ameritrade Institutional

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., & TD Ameritrade Clearing, Inc., members FINRA/SIPC.Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. 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. 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. Other custodians, including Schwab and TD Ameritrade, do not have official minimums and say they look at other indicators. “We take into consideration a firm’s assets, growth prospects and its The spotlight on small RIA custodians shines as the industry awaits a Sept. 30 close of TD Ameritrade's purchase of Scottrade Advisor Services. The St. Louis-based custodian will come to TD loaded up with thousands of small RIAs that don’t fit the TD model. Indeed, many may not even fit the Scottrade model.

3 Dec 2019 See: Walt Bettinger sugarcoats nothing to TD Ameritrade RIAs about $322 million AUM and $425 million AUA, 15-person, Dallas-based RIA 

Get access to TD Ameritrade Institutional as your custodian — regardless of AUM — with no platform fees. XYPN members receive dedicated, full-time support 

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