Employee Advisor
Own your book of business and work in a branch setting where service, technology and operations associates provide you with comprehensive support.
Learn MoreIndependent Advisor
As an independent business owner, you build and manage your business as you see fit. Draw as needed on a suite of world-class products, cutting-edge technology and our full range of service and support resources.
Learn MoreInstitutional Advisor
The institutional option offers comprehensive investment solutions, financial planning, and asset management services for financial and brokerage institutions.
Learn MoreHear directly from advisors like you who made the switch to Raymond James
We are in a people business, inside as well as out.
Resources & Support
We stand behind you.
To grow your business effectively, you need industry-leading resources at your disposal. We’ve built a world-class suite of services, products and a fully integrated technology platform, as well as professional development tools and networks for you to employ as you see fit.
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Technology
Keep your practice seamlessly connected with support from one of the largest IT teams in the industry. Shaped by advisor feedback, our integrated platform makes it easy, giving you a single access point whether in the office or on the go. You’ll also deliver an industry-leading client experience through an improved web presence, along with custom reports powered by award-winning research.
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Products
Your clients have specific goals. We make certain you have the tools and resources necessary to help them achieve those goals. We give you access to a comprehensive, world-class suite of investment and planning products designed to enhance the advisor-client relationship, not compete with it.
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Services
As your practice grows and evolves, you need access to services that grow and evolve with it. In partnership with our service area professionals who have uncommon depths of expertise, you’ll get first-class support and insights to manage and grow your business.
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Marketing
Raymond James Marketing gives you full-service resources to build your own brand. An award-winning in-house creative department and your dedicated account service professional will help with needs like design, copy, web development, social media, collateral, PR and events, as well as customized marketing plans.
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Transitions
An efficient transition to your new firm is paramount. A dedicated Raymond James transition consultant, along with one of the largest transition groups in the industry, will provide everything from onsite support to personalized transition timelines to get your new office up and running smoothly.
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At Raymond James, we have a history of putting people first – all people – not only because it’s the right thing to do. It’s good for business. Yours and ours.
Diversity & Inclusion is part of our culture, championed at every level by leaders who believe everyone has the right to be their authentic selves – personally and professionally.
Recent Joins
Raymond James welcomes Texas advisor managing $180 million in client assets
View Press Release about Raymond James welcomes Texas advisor managing $180 million in client assetsRaymond James welcomes Washington advisor duo with $225 million in assets
View Press Release about Raymond James welcomes Washington advisor duo with $225 million in assetsRaymond James welcomes Ohio financial advisor with $150 million in assets
View Press Release about Raymond James welcomes Ohio financial advisor with $150 million in assetsAffiliation Options
AdvisorChoice® is the right choice.
Our belief is simple – it’s your business, and we think you should decide how to run it. AdvisorChoice® is an affiliation platform that gives advisors an array of powerful options and the freedom to choose among them. Each affiliation option offers a unique combination of support, degree of freedom and the flexibility to build your business as you see fit.
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Own your book of business and work in a branch setting where service, technology and operations associates provide you with comprehensive support.
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As an independent business owner, you build and manage your business as you see fit. Draw as needed on a suite of world-class products, cutting-edge technology and our full range of service and support resources.
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The institutional option offers comprehensive investment solutions, financial planning, and asset management services for financial and brokerage institutions.
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Our Advisor Mastery Program offers education and training for the next generation of financial advisors, creating the opportunity to work formally with a mentor to build and refine skills through real-world applications.
Ready to learn more?
Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as an advisor at Raymond James.