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Begin your career with a step in the right direction

If you’re anything like your peers, you expect to utilize more technology, enjoy better flexibility and engage in meaningful work that’s rewarding on every level—all potential opportunities that come with becoming an independent RIA. That’s why so many up-and-coming advisors like you choose to become RIAs—and we’re here to help you get the most out of your journey.

The future of the industry in numbers

31% of RIA firms look to new college graduates for revenue-generating roles
The growth rate of personal financial advisor jobs is 4X the average for all occupations
The number of personal financial advisor jobs is expected to increase by 30% by 2024
75% of the workforce will be comprised of NextGen talent by 2025
  • 1. FA Insight, The 2017 FA Insight Study of Advisory Firms: People and Pay Executive Summary.
  • 2. Cerulli Associates, Advisor Metrics 2016.
  • 3. Bureau of Labor Statistics, Department of Labor, Occupational Outlook Handbook, 2016-17 Edition.
  • 4. Direct Recruiters, Inc., How Millennials Are Changing the Workplace, Accessed August 23, 2017,
  • FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade, Inc. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

NextGen resources

NextGen Scholarship and Grant Programs

NextGen Scholarship and Grant Programs

One way that TD Ameritrade Institutional promotes careers in financial planning and attracts top talent to the industry is by providing scholarships to deserving students seeking a career in financial planning and grants to universities that show a commitment to the profession.

The RIA NextGen Career Exchange

The RIA NextGen Career Exchange

This free resource connects candidates like you to job and internship opportunities across the country. Start exploring today by creating an account, posting your resume and browsing the available jobs and internships.

After Graduation: A Student’s Guide to a Career in Financial Planning

After Graduation: A Student’s Guide to a Career in Financial Planning

As you prepare to enter the workforce, there are a lot of decisions to make. Not least of which is figuring out the advising model that’s right for you. Not sure which path to take? Use this helpful guide to learn more about the industry and determine the route that’s right for you.

What Should You Expect from a Custodian?

What Should You Expect from a Custodian?

Take it from the advisors who have come before you—having the right custodian can be crucial to evolving and growing your career. To help you get a better idea of what to look for in this relationship, we’ve gathered the advice of RIAs into this helpful infographic.

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.

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.

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.

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?