A COMMITMENT worthy of note.
Raymond James works hard to be the premier investment firm. This is an effort that is reaffirmed every day, by every associate. And that dedication results in client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability and a unique culture focused on the success of each advisor and their clients. Advisors have access to a full complement of investment alternatives, as well as support from nearly 3,500 associates and respected industry experts at the firm's international headquarters, ongoing educational opportunities, and cutting-edge technology designed to help them service clients effectively and efficiently.
Raymond James offers a commitment you won't find everywhere. And it's a commitment Raymond James advisors, as well as the national media, find noteworthy. LEARN MORE
Affiliating with a company that puts clients first is important to us because it aligns with our philosophy. In this regard, we are proud to have been recognized with these honors.
- Chairman Council Members since 2007*
- 2019-2021 Barron's Top 1200 Advisors**
- 2019-2021 Forbes Best in State Wealth Advisors***
* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
**Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. In 2019 and 2020, data was provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
***Forbes Best in State: The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and 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 32,725 nominations, more than 5,000 advisors received the award. Out of 29,334 advisors nominated in 2019 by their firms, 3,477 received the award. 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 visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
