He joined his partners to break away and do things on their own terms.
Build the Business You Always Wanted
Owning your own firm doesn’t mean the day-to-day tasks fall into your lap. With the right resources, you can avoid distractions and make sure that your daily operations run smoothly without your constant attention. At TD Ameritrade, we can help connect you with these resources so that you can gain assistance with technology systems, marketing, staffing and more. Decide not to open your own firm? That’s okay, too! We have specialized services to help you find an existing firm that meets your business and cultural requirements—all while keeping your clients close. To learn more about these services, read our perspective paper.
Have you been thinking about what your future business might be like? Use our quick tool to get a better understanding of how to make the most of your journey toward becoming an RIA.
Become an RIA in
From choosing the right business model to helping your firm thrive after transition, you may have a lot of questions about becoming an independent RIA. Get the answers you’re looking for in our guidebook, Becoming an Independent RIA.
Ready to go out on your own? Let’s do some math. Use this worksheet to keep track of what your startup costs may be.
Transitioning to independence could be a win for you and your clients. Find out what other Advisors have to say about what it’s like on the other side.