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 Mississippi advisor team managing over $415 million in assets
Raymond James welcomes advisor team managing approximately $450 million in assets in Troy, Michigan
Raymond James welcomes Ohio financial advisors managing $305 million in assets
Raymond James welcomes Michigan advisor team managing $125 million
Raymond James welcomes financial advisor managing $174 million in Reading, Massachusetts
Raymond James welcomes Pennsylvania advisor managing over $260 million in assets
Raymond James welcomes experienced New Jersey advisor managing $176 million
Raymond James welcomes Massachusetts advisors managing over $120 million in assets
Raymond James welcomes Florida advisors managing $185 million in assets
Raymond James welcomes Connecticut advisor team managing over $300 million in assets
J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.
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