It’s your life’s work. We’ll make it worth it.
With over 25 Years of management Experience at large wealth management firms, we've empowered over 75 advisors to manage approximately $7 billion in assets and ensured smooth transitions through more than 10 successful advisor transfers.
Compensation
We provide a competitive compensation plan that truly recognizes the value of your life's work and client relationships.
Competent team
Partner with our experienced team to ensure a seamless business and client transition, on your terms, and a smooth, cohesive process for everyone involved.
Global resources with boutique autonomy
You gain seamless integration and access to the extensive global resources of Raymond James while maintaining the business autonomy important to your practice.
Looking for your next opportunity as an advisor?
Let’s talk.Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
This form is provided for your convenience. To ensure timely responses, we cannot accept time-sensitive information through this forum. For your security, we recommend that you do not disclose passwords or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of email.
