Wealth Management
Expansive support for life's major financial milestones and every moment in between.
Explore how we plan for lifeRaymond James Financial Advisors
Personal wealth management and financial advice powered by care, insight and expertise.
Our vast capability. Your boundless possibility.
When care, insight and expertise come together, advice becomes more than a plan - it becomes a path forward built around what matters most.
Explore Advice Driven by ConnectionSophisticated offerings for every priority, objective and ambition:
Corporations & Institutions
Comprehensive capital markets services, strategic guidance, and an agile approach for each stage of a company's growth.
Explore how we drive growthAdvisor Opportunities
A platform that puts advisors in control with a unique combination of resources and flexibility.
Explore how we empower choiceWealth management, investment guidance and financial services
Financial guidance built around what matters most
Raymond James Financial brings together personal financial advisors, institutional services and practical market insight to help clients plan for retirement, manage wealth, evaluate opportunities and move forward with clarity.
Personal wealth management
Financial planning, investment management, retirement income strategy, estate considerations, and guidance for major life decisions.
Learn moreInstitutional financial services
Capital markets, investment banking, public finance, fixed income, and business solutions for organizations with complex priorities.
Learn moreMarket commentary and planning insights
Timely perspectives on markets, investing, retirement, tax planning, family wealth, and business ownership.
Learn moreWhat does Raymond James Financial help clients with?
Raymond James Financial helps individuals, families, businesses, and institutions plan, invest, access financial services, and make more confident decisions about long-term goals.
How can I find a Raymond James financial advisor?
Use the advisor search to look up advisors by last name, city, state, or ZIP code and connect with a professional who fits your planning needs.
Can existing clients access their accounts online?
Yes. Existing clients can use Account Access to sign in securely and manage their Raymond James account information online.
A powerful firm that cares deeply about people
Since our founding in 1962, Raymond James has taken a uniquely human approach to the complex work of investment management and wealth planning, matching robust capabilities with the deep personal insight into the people we serve that enables potential to be realized.
Who we are
From the beginning, our business has been people and their financial well-being. That emphasis on people has been the engine of our growth in good times and the touchstone that keeps us steady when circumstances change.
Insights
Private credit is a growing retirement income strategy
Direct lending investment strategies draw their power from the private market, providing an important step in the risk-reward spectrum for income-seeking investors.
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Business Ownership
What is Qualified Small Business Stock?
Explore a tax exemption designed to reward emerging businesses and their investors.
ReadMarkets & Investing
Concentrated equity risk: Is it time to break your concentration?
Sometimes the very thing that creates substantial wealth poses its greatest threat.
ReadMarkets & Investing
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
ReadTimely perspectives, expert analysis
The latest commentary and insights from Raymond James experts.
View All InsightsTalk to an advisor.
A more personal approach to achieving your financial goals could start today.