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TD Ameritrade NAICS Code

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4, 000 fee-based, independent registered investment advisors (RIAs).

High ConfidenceJersey City, New Jersey, United Statesschwab.com

About TD Ameritrade

TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a subsidiary of The Charles Schwab Corporation. The company provides independent advisor services and serves as an RIA custodian. It integrates the strengths of TD Ameritrade Institutional and Schwab Advisor Services to offer a comprehensive suite of products and support for independent registered investment advisors (RIAs). The company offers technology platforms, trading tools, and business solutions designed to help RIAs grow, compete, and succeed.

Primary NAICS Classification

523940Portfolio Management and Investment Advice

Revenue Breakdown by NAICS

Estimated revenue distribution across industry classifications:

Core Offerings

  • Wealth Management Advisory Services
  • Bond and Fixed Income Distribution
  • Mutual Fund and ETF Distribution
  • Commercial Banking Services
  • Donor-Advised Fund Services
  • Trading Platform Development and Distribution
  • Personal Banking Services
  • Stock and Options Trading Services
  • IRA and Retirement Account Solutions
  • Cryptocurrency Investment Solutions
  • Brokerage Trading Services
  • Financial Planning and Education Services
  • Investment Products Distribution
  • Thematic Investment Solutions

Technologies

web servers: ibm websphere application serverjavascript libraries: lodash+145 more

Code Crosswalks

SystemCodeTitle
SIC6371Pension, Health, and Welfare Funds (managers)
SIC6799Investors, NEC (commodity contract pool operators)
SIC6733Trusts, Except Educational, Religious, and Charitable (managers)
SIC6282Investment Advice (portfolio managers)
SIC6282Investment Advice (except portfolio managers)
NACE66.3Fund management activities
NACE66.19Other activities auxiliary to financial services, except insurance and pension funding
ISIC6630Fund management activities
ISIC6619Other activities auxiliary to financial service activities

Contact info, insurance codes, full tech stack, additional locations, and more

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