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.
Why work with an independent RIA?
- Start with a consultation to establish your needs and set goals
- Create a comprehensive financial plan to pursue your long-term objectives
- Personalized investment strategy targeted to your goals
- Investments are researched, chosen, and managed for you
- Tax optimization and risk management guidance
- 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.
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.