Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James welcomes $155 million financial advisor in Clinton, North Carolina
Raymond James unveils Talent Sourcing services, empowering business growth for independent advisors
Raymond James welcomes New York advisor pair managing $130 million in assets
Raymond James welcomes experienced advisor managing $110 million in Atlanta, Georgia
Raymond James welcomes $325 million financial advisor in Anchorage, Alaska
Raymond James invests in service excellence with proprietary generative AI Search
Raymond James welcomes Washington financial advisor managing $225 million
Raymond James welcomes experienced financial advisor managing approximately $250 million
Raymond James welcomes experienced Florida financial advisor managing over $260 million in assets
Raymond James welcomes Ohio advisor team managing approximately $769 million in assets
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