Build an RIA practice on your terms

Get all the resources and support of a boutique firm without the retail restraints by becoming an independent RIA with Raymond James. Our platform offers you innovative fee-based programs with complete freedom and control over your business.

Contact us to learn more

Make it your own

Raymond James offers you something other firms don’t: Full access to our entire product platform and a suite of advisor and client services, with the freedom to use as much or as little as you want as an RIA. Our technology follows suit, allowing for customization and the flexibility to integrate third-party applications. Empowering advisors is our mission, accomplished through a culture that celebrates independence and innovation.

See how

Sophisticated Support

No Retail Conflict

Freedom and Flexibility

A Seamless Transition

get to know your team

Gregg Bruce
Greg Bruce
Head of RIA & Custody Services
Ray Adams
Ray Adams
Regional Director East Region
Sean Marrin
Sean Marrin
Regional Director West Region
Scott Steele
Scott D Steele
Business Development Consultant East Region
TJ Cotten
TJ Cotten, CFP®
Business Development Consultant East Region
Dave Westerhout
David Westerhout
Business Development Consultant West Region
Blaise Liederbach
Blaise Liederbach, CIMA®
Business Development Consultant Midwest Region
Ryan Killilea Bio Photo
Ryan Killilea
Business Development Consultant West Region
John Holecek
John Holecek
Relationship Manager, RCS East Region
Rachel Rath
Rachel Rath
Midwest Relationship Manager, RCS
Mark Leonard Bio Photo
Mark Leonard
Relationship Manager West Region

The opportunity to grow

As an independent RIA, you take home more of your hard-earned profits while still benefiting from access to comprehensive wealth management solutions, a robust technology platform and tailored, firmwide support.

A smooth transition

Our advisor-led transition process includes a dedicated consultant to help you manage and execute each element of your move. And long after you’ve settled in, our professionals will still be there to help you grow and refine your practice.

Sophisticated support

Get the resources to serve the needs of high-net-worth and institutional clients, including investment banking, trust specialists and more. Your relationship manager will help you navigate the resources and products available.
Explore the affiliation options available at Raymond James through our AdvisorChoice platform. Learn More »
“The freedom, tools and robust support RIA client firms need – it’s all at your fingertips, so you can grow your business your way.”
Greg Bruce
Head of RIA & Custody Services

Information & insight

Rough Day for Stocks as COVID-19 Cases Surge, Election Looms

10/26/2020
The S&P 500 posted its worst daily decline since late September but didn’t entirely erode October gains.
Markets & Investing

Why Contribute to a Roth IRA?

10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Recent Bond Market Trends

10/26/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Known and Unknown Unknowns

10/23/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

10/23/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

10/23/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Background Rotating Sphere Pattern

Discover what your business is meant to be

Contact Us

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