Financial Advisors

Which RIA platform do you recommend, Charles Schwab, Interactive Brokers, TD Ameritrade, Pershing, etc, and why? I deal with fair amount of non-US residents as well.

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Can't speak to foreign clients, but we use td and fidelity and td is awesome. Fidelity is a customer service nightmare and their online site sucks compared to TD.

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We vetted fidelity a lot and chose TD for the same reasons as FA1 cited. Also can’t speak to foreign clients though.

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