A deeper level of support for the independent RIA
You value independence, integrity, and putting clients’ interests first. These are the founding values of Raymond James, and add up to one big reason why we welcome RIA partners so readily. You’ll find in us a partner whose overarching aim is to help you pursue your definition of success for your practice as an entrepreneur, and deliver a client experience like no other.
The impact of objectivity
Raymond James offers advisors a partnership free from retail conflict. Without competing loyalties or interests in pushing certain products, you are free to support your clients how you see fit with the support of specialists and a firm dedicated to your success.
Resources at your fingertips
Here you’ll enjoy full access to our suite of advisor and client tools and our entire product platform. It’s the support you might expect at a wirehouse, but with the additional economic benefits freedom brings. Plug into the services and support you need to compete in an ever-evolving industry – and customize them to suit your business.
The best of both worlds
As an independent RIA, you take home more of your hard-earned profits while retaining access to comprehensive wealth management solutions, a robust technology platform and tailored, firmwide support. While any business requires some investment of resources, here you have full control over how those resources are allocated.
Seamless support for your transition
You will control all aspects of your business when you choose Raymond James as your custodial partner, and that remains true when it comes to your transition. Our advisor-led transition process is bolstered by the expert support of a dedicated transition team. Your consultant will help you navigate the changes ahead – providing everything from onsite support to personalized transition timelines. You’ll also have a technology consultant to make your transition to our systems as effortless as possible and act as a liaison to Raymond James Information Technology departments.
An extension of your team
The support doesn't end after you've made the transition. By proactively consulting with you, our relationship management team is here to empower you and help you to identify strategies and tactics to achieve your next business goal. Designed to be an extension of your service model - each RIA firm also has an assigned service associate to serve as the primary point of contact for service-related needs.