Philadelphia Branch

Planning every part

We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.

For the health and safety of our clients and associates, we have reduced staffing in our physical offices in an effort to minimize the spread of COVID-19. However, we will
continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is working with a limited staff onsite, we have taken measures to ensure your needs remain a top priority,
so your phone calls may be routed to our mobile numbers or Raymond James' corporate offices.

If you need immediate assistance and cannot reach us, please call us at 484.534.3420 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access.
You can also update your document delivery preferences to reduce the paper mail you receive.


Philadelphia
Built on unwavering values, fueled by steadfast support.

Our ambitious, hardworking team has cultivated deep roots across Philadelphia. Fueled by the core values and uplifting culture of Raymond James, our team puts the focus on what matters most: advisors and their clients. Plus, as a firm that owns a bank and is not owned by one, Raymond James gives advisors the freedom to build their businesses as they see fit, offering them full ownership of their books of business along with access to our sophisticated technology platform, in-house marketing agency, and innovative products and services. Because we believe that when our advisors succeed, we do too.

Discover the difference for yourself. Contact us for a confidential conversation.

At a Glance

Staying Power

Raymond James has delivered 145 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.45 TRILLION in Client
Assets

* As of 3/31/2024. Past 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.

In 1962, a different kind of financial services firm was founded.

Get to know Raymond James.

About Us

Our History

Photo: Bob James, Founder of Raymond James

Get to know the Raymond James story.

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Get to Know Our Firm Leaders

Photo:  Tom James, Chairman of the Board, and Paul Reilly, Chairman and CEO, Raymond James Financial

These broad-ranging interviews focus on the role of Raymond James leaders in the industry and the growth of the company as a whole.

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Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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