Build an RIA practice on your terms

Get all the resources and support of a boutique firm without the retail restraints by becoming an independent RIA with Raymond James. Our platform offers you innovative fee-based programs with complete freedom and control over your business.

Contact us to learn more

Make it your own

Raymond James offers you something other firms don’t: Full access to our entire product platform and a suite of advisor and client services, with the freedom to use as much or as little as you want as an RIA. Our technology follows suit, allowing for customization and the flexibility to integrate third-party applications. Empowering advisors is our mission, accomplished through a culture that celebrates independence and innovation.

See how

Sophisticated Support

No Retail Conflict

Freedom and Flexibility

A Seamless Transition

get to know your team

Gregg Bruce
Greg Bruce
Head of RIA & Custody Services
Sean Marrin
Sean Marrin
Division Director
Scott Steele
Scott D. Steele
Business Development Consultant DC, DE, KY, MD, NC, SC, TN, VA, WV
Blaise Liederbach
Blaise Liederbach, CIMA®
Business Development Consultant IA, IL, IN, MI, MN, MO, ND, OH, SD, WI
Ryan Killilea Bio Photo
Ryan Killilea
Business Development Consultant AZ, CO, ID, KS, MT, NE, NM, OK, OR, TX, UT, WA, WY
JRDiBart
J.R. DiBart
Business Development Consultant AK, CA, HI, NV
Shaun Rose
Shaun Rose
Business Development Consultant AL, AR, FL, GA, LA, MS
Williams Vanessa
Vanessa Williams, CDFA®
Business Development Consultant CT, MA, ME, NH, NJ, NY, PA, RI, VT

The opportunity to grow

As an independent RIA, you take home more of your hard-earned profits while still benefiting from access to comprehensive wealth management solutions, a robust technology platform and tailored, firmwide support.

A smooth transition

Our advisor-led transition process includes a dedicated consultant to help you manage and execute each element of your move. And long after you’ve settled in, our professionals will still be there to help you grow and refine your practice.

Sophisticated support

Get the resources to serve the needs of high-net-worth and institutional clients, including investment banking, trust specialists and more. Your relationship manager will help you navigate the resources and products available.
Explore the affiliation options available at Raymond James through our AdvisorChoice platform. Learn more »
“The freedom, tools and robust support RIA client firms need – it’s all at your fingertips, so you can grow your business your way.”
Greg Bruce
Head of RIA & Custody Services

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Discover what your business is meant to be

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Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

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