E*TRADE Advisor Network

Wealth management. Retirement planning. Legacy planning. When you need help with your money, working with an independent Registered Investment Advisor (RIA) can be a solid investment in your financial future.

Call us at 800-387-2331.

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Why work with an independent RIA?

Comprehensive services

  • Start with a consultation to establish your needs and set goals
  • Create a comprehensive financial plan to pursue your long-term objectives

Specialized support

  • Personalized investment strategy targeted to your goals
  • Investments are researched, chosen, and managed for you
  • Tax optimization and risk management guidance

Professional perspective

  • Regular check-ins and monitoring to keep your plan on track
  • Tax, trust, college, estate, equity compensation, and insurance planning services

Highly regarded advisors

Prescreened and evaluated for you

E*TRADE now offers access to a curated network of independent registered investment advisors (RIAs) specializing in everything from wealth management and investing guidance to retirement, tax, equity compensation, and estate planning.

Seamless process

Dedicated support at every step

Your dedicated E*TRADE representative will guide you through the transition to your financial advisor. While your advisor will be making the investment decisions, you’ll be able to monitor your account 24/7 through the E*TRADE Advisor Services website.

Invest a few minutes to learn more

For more about how a financial advisor can help you plan and invest for your future, contact your E*TRADE Financial Consultant or call 800-387-2331.