Financial Advisor Services

AdvisorDirect® provides professional money management personalized for you

When it comes to your financial future, you deserve honest, straightforward advice that takes you, your goals and your unique needs into account. For professional money management and financial planning, look no further than AdvisorDirect®. This convenient, personalized service will refer you to a knowledgeable, independent Registered Investment Advisor (RIA) who can help you pursue your investment goals.

A convenient, no obligation referral process.

Serving as your main point of contact throughout the referral process, your dedicated TD AMERITRADE Investment Consultant will help you identify a Registered Investment Advisor who may meet your particular investment needs, then arrange a face-to-face meeting at your local branch or another convenient location. This no-fee, no-obligation consultation will allow you to discuss your goals, get to know the RIA firsthand, and decide if you're comfortable with their approach to doing business.*

Flexible levels of support.

You determine which investments you'd like professionally managed and your level of involvement in the decision-making process. Whether you opt for a hands-on or hands-off approach, your RIA will provide the level of support needed to effectively manage your portfolio, helping you select investment strategies that best match your goals.

Experienced professionals dedicated to serving you.

No matter your experience or comfort level with the world of investing, you'll get the professional support you need to make informed financial decisions - without the substantial time commitment often associated with creating and managing a portfolio.

Every independent RIA participating in the AdvisorDirect program has met our minimum eligibility requirements and has experience in the financial services industry.** They are compensated on a fee basis for investment advisory services.

Ready to take the next step toward financial independence?

Get the personalized money management and financial planning services you'll only find through an independent Registered Investment Advisor. Choose one of the following methods and let AdvisorDirect put a professional to work for you today.

  • Complete an online registration.
  • Visit one of our more than 100 branches nationwide. Use our branch locator to find a location nearest you.
  • Call TD AMERITRADE AdvisorDirect at 800-522-5944.
Long Term Investing | TD AMERITRADELong Term Investing | TD AMERITRADE

We’ll show you simple and effective ways to monitor markets, manage data and make your move with confidence. Invest for the long term, on your terms.

 

*Potential AdvisorDirect clients should typically have at least $200,000 in assets to invest. Some RIAs have higher or lower minimum asset requirements. There is no charge or obligation for the initial consultation with the RIA. Once you select a RIA, you will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD AMERITRADE are subject to standard transaction charges. You should review an RIA's Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIA's services and fees. RIAs charge an ongoing investment advisory fee for their services. RIAs will pay TD AMERITRADE fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees you will pay your RIA. For additional details about the fees paid to TD AMERITRADE and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document and ask your RIA about its specific arrangement with TD AMERITRADE.

**Please note: Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD AMERITRADE for that particular RIA.