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Our business

in numbers

18+ yrs. As financial advisors
2 yrs. Working with TD Ameritrade

Our best advice

with Jeff and Jay Fong

One of the greatest aspects of being an RIA is the ability to choose a custodian that aligns with your specific values. When you stay true to those values and integrate them into your professional life, you build the worth of your business day by day. That’s why, our primary piece of advice to any advisor that’s looking to grow their business is to find a custodian that aligns with your standards.


First, you’ll need to identify your own values and priorities. For us, having a strong work ethic and giving our best effort are important virtues. We also wanted access to the technology and support that could alleviate the pressures of everyday business tasks so we could enjoy more freedom and flexibility. Once you know what’s important to you, do your due diligence. Go beyond each custodian’s website to network with other RIAs and learn about their custodial relationships. Then, you can choose a custodian that meets your specific needs and shares your personal values, too.

Inspired by our story?

Learn more about transitioning to the RIA model 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.

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.

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.

Telling your

firm’s story

A solid value proposition is the foundation for the decisions you make, the services you provide, and the way people see you. This guidebook can help you create one that resonates.

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?