Handler Investment Consulting Group of Raymond James
Our Firm in the Press

The PLANADVISER Top 100 Advisers

FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

— Read the Article —

Top Financial Advisers 2016

Retirement Plan Adviser Large Team of the Year Finalist

Personal involvement at the highest level

About Raymond James

Our unique culture of independence gives each Raymond James financial advisor the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each client and his or her specific goals. Watch more of the story to see what a Raymond James advisor can do for you.

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

A brief history

  • 1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.
  • 1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.
  • 2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
  • 2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.
  • 2013: Raymond James reaches its 100th consecutive quarter of profitability.1

From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • 118 consecutive quarters of profitability1
  • Approximately 7,300 financial advisors
  • Over 3,000 locations throughout the United States, Canada and overseas
  • Approximately $664 billion in total client assets
  • Recently upgraded to BBB+ credit rating (S&P)2

It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 6/30/2017
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
2A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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 our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy