You have a mission … to serve clients , to streamline operations , to grow your registered investment adviser . Our mission is to help you pursue all that and more . It ’ s why we give our independent RIA partners full access to our firm and full control over how they use it , so everything we have to offer – from the tools to help you build on your strengths to the offerings to help you expand your arsenal – becomes yours .
Your capabilities Your connectivity
A comprehensive menu of wealth management offerings – including wealth strategies , lending , insurance , investment banking and more – and the specialists who support them at your service .
A robust – and conveniently mobile – technology platform developed in direct collaboration with advisors that helps you do business virtually anywhere .
Your growth Your partner
A dedicated relationship manager committed to supporting your strategic initiatives while creating tactical plans to help your business reach new heights – backed by our entire support team .
A dedicated service advisor to act as your go-to contact , helping you navigate our array of resources and solutions , and identify the ones that best suit your needs .
“ Being an independent RIA comes with unmatched freedom and control , so our fundamental question is , ‘ How do we help improve on that ?’ Our answer is to provide an unmatched level of access and support so RIAs can truly make the most of their autonomy .”
– GREG BRUCE , Head of RIA & Custody Services
To learn more about making everything that ’ s ours yours , visit raymondjamesria . com .