When advisors lead, clients come first.
Private Client Group Recruiting Resources
Book ownership is just the beginning
The Raymond James commitment to advisor book ownership offers advisors a different kind of relationship with their broker/dealer, one based on our service to their and their clients’ goals. This means we have the responsibility to earn and keep advisors’ trust with quality investment, technology and practice management resources backed by transparency, open access and responsive service.
About this page
Raymond James offers an expansive breadth of services, tools, products and resources created in partnership with advisors. Explore individual products and services with the brochures and informational material gathered here for your convenience.
AdvisorChoice® Consulting
AdvisorChoice® is our affiliation platform that gives advisors an array of powerful options and the freedom to choose among them.
Robbie Moseley
Vice President
AdvisorChoice® Consulting
214.514.7918
robbie.moseley@raymondjames.com
880 Carillon Parkway
St. Petersburg, FL 33716
Raymond James at a glance
This at-a-glance slide, highlighting Raymond James’ strength and stability, is updated quarterly for use alone or with the Capabilities Presentation.
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Advisor Bill of Rights
The Advisor Bill of Rights describes our relationship with advisors and our commitment to their clients and practices.
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The Power of Choice
This brochure describes how AdvisorChoice® empowers advisors to build, lead and grow their business on their terms.
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AdvisorChoice® business model comparison
This resource provides a high-level comparison of each affiliation option, service levels and compensation.
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Private Client Group fact sheet
This fact sheet provides updated statistics about the Raymond James wealth management business.
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Raymond James stock performance
This overview shows the historical performance of Raymond James’ New York Stock Exchange-traded stock, listed as RJF.
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Technology
Our technology development is guided by advisors and their real-world needs – highly mobile, customizable, fully integrated and easy to use.
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Asset Management Services
Our expansive product catalog, rigorous due diligence reporting and streamlined management resources provide the tools for advisors to guide any clients’ investments.
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Practice Management & Private Wealth Solutions
Advisors serving the complex financial needs of remarkable clients can benefit from specialized resources and our private wealth consulting team.
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Succession Planning & Transitions
Raymond James provides intensive support for advisors through the transition process, and offers ongoing career planning, risk management and business acquisition guidance and resources.
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Diversity, equity and inclusion
Raymond James believes empowering advisors whose diversity reflects the world in which we live is vitally important, not only to our firm’s success, but to the future of our profession.
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Browse resources by affiliation model
Learn more about the benefits and resources available to advisors through specific AdvisorChoice® affiliation models.
Traditional and Alex. Brown employee
Employees advisors own their books, grow their brands and enjoy comprehensive support in a branch office setting while experiencing flexibility and control not found in any other traditional setting.
Independent contractor and Corporate RIA
Independent contractors gain the rewards of running their own practices while having the resources of a full-service, self-clearing New York Stock Exchange-member broker/dealer at their call.
RIA & Custody Services
Fee-based, independent RIAs have complete strategic, financial and administrative control of their practices while having access to our full-service support and institutional strength on demand.
Bank and credit union
Bank and credit union advisors benefit from the history and reputation of a local institution and the scale and resources of Raymond James to serve their clients’ comprehensive needs.