Raymond James Affiliation options

The Power of Choice

Through AdvisorChoice®, you have the ability to match your professional goals to the affiliation option that’s right for you, each offering a unique combination of support, freedom and flexibility – and all backed by the full support of a leading independent financial firm.

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AdvisorChoice®

A platform of dynamic options and the freedom to choose among them.

Get everything you expect from working for a firm with a powerful difference – book ownership.
Lead your own branch with access to administrative support and full corporate benefits.
Operate as an independent financial advisor backed by the resources of a national leader.
Leverage national strength and local impact to grow your advisory business.
Exercise true autonomy and support refined for fee-only practices under our established RIA.
Take strategic, financial and administrative control of your practice with a full-service partner at the ready.

Compare your options

Dig into the details of our affiliation spectrum and find the affiliation that’s right for you, your clients and the future of your business.
Model Qualifications* Payout + Benefits Compliance
Model
Traditional Employee
Qualifications*
Minimum 5 years of experience and production qualifications vary.
Payout + Benefits
Up to 50% payout** and full array of competitive employee benefits offerings.
Compliance
Compliance support will be provided to you by your branch manager and the home office.
Model
Advisor Select
Qualifications*
Minimum 3 years of experience and $2 million or higher in annual branch fees and commission revenue.
Payout + Benefits
70-80% gross payout** and full array of competitive employee benefits offerings.
Compliance
Compliance support will be provided to you by your branch manager and the home office.
Model
Independent Contractor
Qualifications*
Minimum 3 years of experience. Minimum T12 of $150,000 required to join an existing branch and $400,000 to open a new branch.
Payout + Benefits
81% to 90% payout***. Leverage our third party partnerships to create a benefits package that best fits your team.
Compliance
Compliance support will be provided to you by your divisional team and the home office.
Model
Bank & Credit Union
Qualifications*
Minimum 3 years of experience and $250,000 in production.
Payout + Benefits
Get the support you need during your transition by receiving a competitive compensation package from the financial institution in partnership with Raymond James.
Compliance
Compliance support will be provided to you by your branch manager and the home office.
Model
Corporate RIA
Qualifications*
Minimum 3 years of experience and $50 million in assets under advisement.
Payout + Benefits
81% to 90% payout***. Leverage our third-party partnerships to create a benefits package that best fits your team.
Compliance
Compliance support will be provided to you by your divisional team and the home office.
Model
RIA & Custody Services
Qualifications*
$100 million or more in assets to establish a new RIA (requirement for SEC registration). Minimum of $30 million to plug-in an existing RIA. Introducing broker/dealers should have $1 billion or more in assets under management.
Payout + Benefits
Work with your RIA or broker/dealer to determine compensation. Create your own benefits package.
Compliance
You’ll be responsible for compliance.

New advisor training

The Advisor Mastery Program equips you with the knowledge, network and support to turn your drive and experience into a rewarding career as a financial advisor.

Ready to learn more?

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