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 New York advisor group managing over $800 million in assets
Raymond James welcomes Colorado advisor pair managing $700 million in client assets
Raymond James welcomes financial advisors managing over $400 million in West Des Moines, Iowa
Raymond James welcomes advisors managing $420 million to investment program at FNBO
Raymond James welcomes experienced advisor team managing $682 million in assets
Raymond James welcomes Wisconsin advisor team managing approximately $730 million in assets
Raymond James welcomes Maryland advisor team managing approximately $1 billion
Raymond James welcomes Wisconsin financial advisors managing over $200 million in assets
Raymond James launches proprietary digital AI agent to bolster operational excellence
Raymond James welcomes advisor managing $201 million in Plymouth, Michigan
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