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
SVP & National Director Investment Advisors Division
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 East Region
Rachel Rath
Rachel Rath
Midwest Relationship Manager, IAD
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
SVP & National Director of the Investment Advisors Division

Information & insight

Answering Four Common Questions About COVID-19 and 529 Plans

09/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
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Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity

Comparing the Correct Yields

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

Your Year-End Tax Planning Checklist

09/28/2020
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning

Federal Debt

09/25/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

09/25/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Background Rotating Sphere Pattern

Discover what your business is meant to be

Contact Us

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