Being an RIA comes with rewards—and responsibilities.

Explore this site to see how fellow advisors tackle the everyday challenges and leverage our support to keep their businesses growing.

Meet advisors like you who are
growing their business, their way

Heather Fortner

She knows that the right operations professionals can help advisors provide a seamless customer experience.

Eileen O'Connor

She grows her firm by fostering a happy work environment for her team.

Doug Liptak

Keeping things simple helped him grow his firm to hold over $2.4B AUM.

Bob Rall

He uses technology and non-traditional marketing to help his firm succeed.

The Fong Brothers

They turned their family values into a strong foundation for a growing and successful firm.

Evelyn Zohlen

She works with TD Ameritrade to focus on making a difference in women's lives.

Ready for more

advisor insights and advice?

Discover your greatest

superhero strength

You know you're super. So do we! Introduce the rest of the world to your incredible alter ego by taking our RIAs to the Rescue! quiz tool and downloading your own customized superhero poster.

Outsource your

way to real growth

Depending on the size of your firm, you and your team may find yourselves wasting a lot of time juggling. To optimize your staff to the fullest, read our white paper to learn how delegating a few daily tasks can help your business grow.

Additional resources
to help you on your journey


Marketing Secrets from RIAs Like You

Learn how advisors like you market their business in unconventional ways.


Ten Reasons RIAs Trust TD Ameritrade

Discover the top reasons RIAs look to TD Ameritrade to help them achieve their goals.


What Should You Expect From a Custodian?

Find out from other RIAs about what traits they think make a custodian great.


"I Wish Someone Would've Told Me..."

Find out your fellow advisors' best tips for growing a successful business.

Need more resources to guide you?

Human Finance | RIA