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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’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?