Top Reasons for Advisors
to Switch Firms
Given the effort and risks involved, it makes sense to change firms only if you can clearly identify potential benefits for your clients and your business.
At Raymond James, we believe that all advisors deserve a firm that will support their long-term vision for a prosperous business.
Better Client Outcomes
Move to a firm where you have the flexibility and support to always put your clients first.
Download GuideStronger Business Growth
Move to a firm where you have fewer restrictions and greater autonomy to pursue your entrepreneurial goals.
Download GuideGreater Professional Fulfillment
Move to a firm where your book ownership is fully respected with a commitment in writing.
Download GuideShould You Read This Guide?
Whether you’re currently looking for a new firm or considering a move in the years ahead, this guide will give you a clear direction and practical tips to help you build the future you want – for both your clients and your business.
- How to evaluate and assess firms
- What steps to take as part of the due diligence process
- Risks associated with changing firms
- What to expect as you join the new firm
How Satisfied Are You with Your Current Firm?
Use this assessment tool to evaluate how satisfied you are with your current firm.
Compare Your Dealer Options
See how your investment dealer options stack up across key criteria with this handy checklist.
Clark Linton
Senior Wealth Advisor & Portfolio Manager
Plena Wealth Advisors of Raymond James Ltd.
“This commitment from Raymond James to its advisors allows me to best look after my clients in an unbiased way.”
Professionals You Can Trust
Discover Opportunities at Raymond James
We prioritize privacy and discretion.
Start a Confidential Conversation
Interested in discussing your future with Raymond James?
Expert Transition Support
We have a full-time transition team of experienced professionals who lead the onboarding of 2–3 advisor teams per month.
Take Your Business Higher
Considering Changing Firms?
Use this checklist to help you compare Raymond James with other investment dealers.
Download Checklist about Considering Changing Firms?Are You an Aspiring Advisor?
We can help you launch your career through our Advisor Internship Program.
Advisor Internship Program about Are You an Aspiring Advisor?The Independent Advisor Newsletter
Receive our exclusive advisor insights in your personal inbox.
Your personal email