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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’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?