Total control of your RIA firm Full access to ours
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
Our RIA & Custody Services (RCS) platform offers you complete freedom and control over your business, along with access to the full spectrum of resources available at Raymond James. From powerful integrated technology to holistic wealth management, we offer the best of our firm to help you run yours.
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
Responding to trends and demands of a market seeking greater independence, Raymond James offers you something other firms don’t – full access to our entire product platform and suite of advisor and client services. That access is yours – to engage at whatever level you prefer, complemented by our experienced financial services professionals here to help you identify the products and solutions that can help you grow your business and better serve your clients.
Seamless support for your transition
We understand the hard work and deliberation that goes into partnering with a new firm, and we’re here to make the experience as seamless as possible. Once you decide to work with a new firm, our transition team – one of the largest and most experienced in the industry – will help you navigate each step of the process in concert with the transition team at your new firm. In addition to holistic onsite support, you’ll also have the expert guidance of a transition consultant committed to helping you manage and execute each element of your move. And our support doesn’t end there. Our dedicated professionals will continue working with you to grow and enhance your practice far past your transition.
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 of our partner firm’s also has an assigned service associate to serve as the primary point of contact for service-related needs.