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My growth

in numbers

234% growth in AUM within three years | 11th fastest-growing RIA in the country in 2014
11 years as an RIA | 3 years owning her own firm | 3 years with TD Ameritrade

My best advice

with Eileen O’Connor

As you grow your firm, your staff should grow, too. And ensuring that you have a happy team is key in helping that cycle of growth to continue for years to come. We invest heavily in our team, offering a competitive bonus plan and salaries, flexible schedules and a five-week sabbatical after five years of employment. These are just a few of the ways we aim to create the type of workplace they never want to leave and encourage a culture of excellence.


Employee benefits aren’t the only way to foster a happy culture. Nurture their individual strengths through educational opportunities and career challenges to create a more positive work environment and build a firm that offers an advisor for any type of client. Anything you can do to make your team feel valued will go a long way, because happy employees make happy clients.

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.

Bob Rall

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

Evelyn Zohlen

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

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 think big.

So, what’s next?

You’re always thinking a few steps ahead. Are you ready for your next move? Take this short assessment, and we’ll provide a few resources that can help you take the next step.

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


Building Authentic Connections Through Social Media

Unsure where to start when it comes to building a social presence for your firm? This guide offers a comprehensive look at how to begin.


Adding Tech Solutions to Help Win with Clients

Are you making the most of available technology to connect with both current and potential clients? Read more about how to seamlessly integrate smart tech solutions into your practice.


Growth Insights from RIAs like You

What’s the best way to grow your RIA firm? Learn from other Advisors who’ve done it successfully in this infographic.


Securing Your Firm's Future

It’s never too early to think about a succession plan for your RIA firm. Learn how to get started in this guide.

Need more resources to guide you?