Advisor Choice Spectrum

Choice that revolves around you

AdvisorChoice® is an affiliation option platform that puts you - the advisor, not the model - first. It gives you the flexibility and freedom to determine the approach and degree of independence that works for you and your clients. And wherever you fit best, you can count on the full support and respect of Raymond James.

What could true choice mean for you? Select an affiliation type below and see for yourself.

Employee

Work with a firm, but for yourself.

Just because you prefer a more traditional setup doesn't mean your only option is running a traditional business.

The employee approach gives you all the resources, services and support you deserve and expect, and a degree of freedom you never thought possible.


Employee advisor

Enjoy everything you'd expect from a traditional branch setting plus freedom you won't find anywhere else.
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Independent employee advisor

Run your own independent office backed by the full resources and strength of Raymond James.
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Bank or credit union advisor

Build on an established reputation and a loyal client base by helping an institution expand its investment program.
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Want to talk about your options?


Independent

Go your own way, with our full support.

The key to independence isn't running your business all on your own - but running it on your own terms.

The independent approach is all about control - yours. It's designed to help you build the business you've always wanted using as much or as little of our support as you need.


Independent advisor

Become a true business owner with the flexibility to draw on our resources when and how you see fit.
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Hybrid RIA

Combine fee - and commission-based business to find the mix that's right for you and your clients.
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Independent RIA

Gain access to tools and resources that make it easier to run an existing RIA or support to help you launch a new one.
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Want to talk about your options?


Institutional

Build on your strength with a little of ours.

The first step toward doing even more for your clients is to find a firm willing to do its utmost for you.

The institutional approach centers on partnership. And as your partner, it's our job to help your firm or institution compete in any market and serve any client.


Banks and credit unions

Explore ways to establish a solid investment program or enhance with our Financial Institutions Division.
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Correspondent firms

Grow your financial services offerings with the help of the Correspondent Clearing Services Division.
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Want to talk about your options?



Compare multiple affiliation options at once using our
Business Model Comparison Tool.