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
Sean Marrin
Sean Marrin
Division Director
Scott Steele
Scott D. Steele
Business Development Consultant East Division
DC, DE, KY, MD, NC, SC, TN, VA, WV
Michael Silbaugh Bio Photo
Michael Silbaugh
Business Development Consultant East Division
AL, AR, FL, GA, LA, MS
Vince Leto bio photo
Vince Leto
Business Development Consultant East Division
CT, MA, ME, NH, NJ, NY, PA, RI, VT
Blaise Liederbach
Blaise Liederbach, CIMA®
Business Development Consultant West Division
IA, IL, IN, MI, MN, MO, ND, OH, SD, WI
Ryan Killilea Bio Photo
Ryan Killilea
Business Development Consultant West Division
AZ, CO, ID, KS, MT, NE, NM, OK, OR, TX, UT, WA, WY

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

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

The word of the day: Volatility

09/26/2022
By Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly investment strategy

09/23/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Understanding the Fed (or at least trying)

09/23/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

09/23/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Markets flinch at Fed's aggressive action

09/21/2022
No interest rate cuts are in sight until 2024, according to the Fed's new dot plot.
Markets & Investing
Background Rotating Sphere Pattern

Discover what your business is meant to be

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Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

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