Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info. .
2024 AdvisorHub 100 Women Advisors to Watch, is based on the period from 12/31/2022 - 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QGMWj9.
The ThinkAdvisor Luminaries awards aim to celebrate the achievements of advisors, industry executives, teams, RIAs, broker-dealers, asset managers and other firms by showcasing their achievements in four key areas, including Diversity & Inclusion, Thought Leadership, Executive Leadership and Dealmaking/Growth. Members of the class of 2024 LUMINARIES were selected by a diverse panel of judges from across the advice industry, and the ThinkAdvisor editorial team. This is based upon the period from 01/01/2023 to 06/01/2024 and was released on 12/11/2024. Excellence in Marketing/PR honors the ingenuity and impact of digital campaigns, educational programs, public relations and social media campaigns that drive advisor growth, lead generation, thought leadership and long-term success. Entries should provide both qualitative and quantitative metrics, showcasing excellence in leveraging different media for improved client service and communication. This award celebrates campaigns that set a benchmark for industry achievement and effectiveness. Out of several hundred participants and nominations, the winners represent individuals, companies and executives from 242 firms. Neither Raymond James nor any of its Financial Advisers pay a fee in exchange of this award/rating. ThinkAdvisor and ALM Media Properties, LLC are not affiliated with Raymond James.
This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of any future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with ThinkAdvisor.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Mendall Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
| Legal Disclosures | Privacy, Security & Account Protection | Terms of Use