Financial Advisor Services

AdvisorDirect® provides personalized referrals to independent advisors
  • AdvisorDirect offers a convenient way to find money management and financial planning services that may help you reach your financial goals.
  • We'll put you in touch with an independent financial advisor who may meet your particular investment needs.
  • An independent advisor can provide comprehensive financial planning, money management and day-to-day portfolio needs.
  • We'll arrange an introduction with an advisor who can discuss your financial objectives, so that you can decide whether you feel comfortable with their approach to doing business.
  • Your initial consultation with an advisor is free.1

How do you know if you need a financial advisor?

  • Are you concerned that you might not be on track to achieve your financial goals?
  • Do you find that you do not have enough time to manage your investments effectively?
  • Have you recently come into a large sum of money?

Get Started Now

If you have at least $200,000 to invest2, AdvisorDirect can help you find a financial advisor in your area. Choose one of the following methods to get started:

  • 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.

 

1 Potential AdvisorDirect clients must have at least $200,000 in assets to invest. Some financial advisors may have higher minimum asset requirements.

2 There is no charge or obligation for the initial consultation with the advisor. Once you select an advisor 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 advisor's Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect disclosure documents prior to engaging an investment advisor. The Form ADV contains important disclosure information relative to an advisor's services and fees. Advisors charge an ongoing investment advisory fee for their services. Advisors 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 advisor. For additional details about the fees paid to TD AMERITRADE and other conflicts of interest, please review the AdvisorDirect Disclosure Document and ask your advisor about its specific arrangement with TD AMERITRADE. Some financial advisors may have higher minimum asset requirements. Please note: Under no circumstances should participation by a certain investment advisor in AdvisorDirect be considered an endorsement or recommendation by TD AMERITRADE for that particular advisor.