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My growth

in numbers

35% growth in the first year of business alone
16 years as an RIA | 12 years running his own firm | 3.5 years with TD Ameritrade

My best advice

with Bob Rall

Being an RIA isn’t just about forming relationships—it’s about forming friendships. To me, every client is a friend. I am always straightforward and honest in my interactions with them, just as I would be with any other friend. These are values that I hold dear, and I run my firm accordingly.


I urge you to keep your values a priority, too. Don’t let the hustle and bustle of running a business get in the way. Find resources to help take a load off your shoulders and allow you to focus on what matters most. For example, I lean on TD Ameritrade to help me integrate my financial planning, portfolio management, CRM and document management technologies so I can run an efficient firm that gives me more time with my clients.


There are many other support systems available for RIAs, like third-party vendors who help with hiring, education, hardware, compliance and more. Ask your custodian to help you find the ones that are the best fit for your firm.

Inspired by my story?

Learn more about meeting your goals by contacting TD Ameritrade today!

Or call 800-934-6124

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

Anjali Jariwala

She grows her firm by targeting clients who share her life experiences.

Rachel Moran

She joined an existing firm to evolve her career and focus on clients.

NextGen Advisors

Hear from advisors who know about how the RIA model is perfect for NextGen talent.

Joining a Firm

Hear from an advisor who joined a firm to help her career flourish.

Operational Efficiency

Hear from an operations pro about how to streamline your firm's operations to provide a seamless customer experience.

Evelyn Zohlen

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

Eileen O'Connor

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

The Fong Brothers

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

Doug Liptak

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

Ready for more

advisor insights and advice?

You’re Talented.

Let’s Prove It!

When it comes to being an RIA, you deserve to be in the limelight. So, get in touch with your musical side by taking our Unleash Your Inner Superstar quiz.

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

Quick Guide

A Student’s Guide to a Career in Financial Planning

Which advising model is right for you? Use this guide to find out—and learn more about the industry.


Finding the Right Fit: A Quick Guide to Joining the Right RIA Firm

Ready to join an RIA firm but not sure where to begin? This checklist can help.


Become Robo-Efficient in 3 Easy Steps

Offer clients the automated convenience robo-advisors can provide—plus the human touch they can’t.


Advocating for You: The Cornerstone of What We Do

We support RIAs in their firms, on Capitol Hill and beyond. Find out how we practice industry advocacy.

Need more resources to guide you?