Dina Hampton

We have been fans of TD for many years based on our own and client’s experience. Also having an Canadian bank as a counter-party is a plus.

TD Ameritrade is also very competitive on the practice management side of things, adding value to the RIAs’ businesses to help them become even more successful.

Hats off to the TD folks for the work they are doing! 

Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

Once good for a few million, TD Ameritrade's foot-in-the-door strategy is starting to net billions

Bradley lectern.png

Fidelity

Pershing

Schwab

TD Ameritrade

Cerulli

Fusion Advisor Network

Aite Group

Mercer Global Advisors

Partnervest

Commonwealth

McNamara Services

Tom Bradley

Alois Pirker

Bing Waldert

Philip Palaveev

Asset custodians are the central players in the RIA business and choosing one is the biggest decision most financial advisors will make to build their business. As the place where RIAs park their assets (the same way a captive broker would park assets at Merrill Lynch or UBS), custodians serve hundreds or thousands of these registered investment advisors and make big investments in technology and service on their clients' behalf.

This section features a series of articles under the “Asset Custody Project” label that cover these companies in a way that keeps advisors abreast of their progress – both with journalistic commentary and a common set of data so that advisors can easily compare them. The articles look at the strengths, weaknesses and niche capabilities of these companies.

&mdash; Brooke Southall

Here are links to the profiles of custodians:

 <li><a href="http://www.riabiz.com/a/11942001/">Equity Advisor Solutions</a></li>
 <li><a href="http://www.riabiz.com/a/4977738934910976/with-robo-advisors-on-the-rise-robo-custodian-apex-is-rising-them-a-diamond-mined-from-the-rubble-of-the-penson-worldwide-debacle">Apex Clearing</a></li>
 <li><a href="http://www.riabiz.com/a/11320001">Raymond James</a></li>
 <li><a href="http://www.riabiz.com/a/10207085">State Street</a></li>
 <li><a href="http://www.riabiz.com/a/1812010">Ceros Financial</a></li>
 <li><a href="http://www.riabiz.com/a/9033656">Fidelity</a></li>
 <li><a href="http://www.riabiz.com/a/7435709">Pershing</a></li>
 <li><a href="http://www.riabiz.com/a/1212007">Royal Bank of Canada</a></li>
 <li><a href="http://www.riabiz.com/a/133138">Scottrade</a></li>
 <li><a href="http://www.riabiz.com/a/8101589">Schwab</a></li>
 <li><a href="http://www.riabiz.com/a/8788433">TD Ameritrade</a></li>
 <li><a href="http://www.riabiz.com/a/124061">Trade-PMR</a></li>
 <li><a href="http://www.riabiz.com/a/1161005">Trust Company of America</a></li>
 <li><a href="http://www.riabiz.com/a/1490002">BNY Mellon</a></li>
 <li><a href="http://www.riabiz.com/a/5385142">Folio Institutional</a></li>
 <li><a href="http://www.riabiz.com/a/108011">Shareholders Service Group</a></li>
 <li><a href="http://www.riabiz.com/a/5933001">National Advisors Trust</a></li>
 <li><a href="http://www.riabiz.com/a/22600260/how-us-bank-appeared-on-the-scene-as-an-ria-custodian-and-where-it-might-find-love">US Bank</a></li>
</ul>

If you want a more chronological look at news about the custodians, just scroll down.

RIA Custodians

With the paperwork signed, TD goes to work wooing big RIAs with technology, special pricing and a maverick culture

Once good for a few million, TD Ameritrade's foot-in-the-door strategy is starting to net billions

Elmer Rich III

Mike Byrnes

Related Moves

July 23, 2019 at 4:30 AM

January 21, 2023 at 5:03 AM

December 20, 2021 at 11:59 PM

March 11, 2020 at 7:58 AM

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Once good for a few million, TD Ameritrade's foot-in-the-door strategy is starting to net billions

Elmer Rich III

Mike Byrnes

Related Moves

July 23, 2019 at 4:30 AM

January 21, 2023 at 5:03 AM

December 20, 2021 at 11:59 PM

March 11, 2020 at 7:58 AM

RIABiz Directory

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