While some firms are still calibrating their recruiting strategy, Raymond James is dominating the transition market—and making it look easy.
In just the first few weeks of July 2025, Raymond James announced 10 high-profile advisor additions representing more than $4 billion in assets under management. These aren’t lateral moves or junior hires. They’re veteran producers and multi-advisor teams, many managing well over $300 million, moving from major wirehouses and regionals across the country.
This is what it looks like when a firm hits its recruiting stride.
The Numbers Tell the Story
Here’s just a snapshot of what Raymond James has brought in this month:
A $750 million advisor in Georgia
A $1.1 billion+ team in New York
A $400 million+ advisor in California
A $314 million team in Jacksonville, Florida
A $270 million+ family team in California
A $225 million advisor in Austin, Texas
A $223 million duo in Buffalo, New York
A $150 million+ advisor in Utah
A $100 million advisor in Boca Raton, Florida
A $300 million+ advisor duo in New York
It’s not just the volume—it’s the consistency and geographic spread. Florida, Texas, California, Georgia, Utah, New York. Advisors are choosing Raymond James coast to coast.
Meanwhile, Competitors Are Resetting
Other big firms are still finding their footing. At Ameriprise, a new head of recruiting is settling into the role, with signs of good things coming down the pike (including in AI as reported in our earlier story). LPL is managing leadership changes and facing advisor feedback that parts of its platform haven’t scaled fast enough. While these firms are navigating transitions internally, Raymond James is keeping its focus firmly on results.
And those results are hard to ignore.
This Isn’t Just Momentum—It’s Market Positioning
Raymond James isn’t chasing headlines. They’re stacking wins. One $400 million team at a time, they’re building a recruiting narrative that speaks for itself.
They’re also sending a message: We’re ready. Are you?
While some firms are pulling back on transition offers or questioning deal structures, Raymond James is leaning in—offering flexibility, stability, and strong support for complex moves. For many advisors, that’s the difference between staying put and stepping into a better fit.
Advisors Are Paying Attention
Top-producing advisors don’t move on a whim. They move when the deal, the culture, and the long-term upside all line up. When one firm racks up this many high-AUM wins in a single month, it creates a clear signal: the Raymond James platform is delivering what elite advisors are looking for.
But what works for a billion-dollar team in New York might not be the right fit for you—and that’s where a transition consultant becomes essential.
Ready to See What’s Out There?
At 3xEquity, we help financial advisors secure multiple offers from top firms—anonymously and without obligation. Whether you’re ready to make a move or just curious how your value stacks up, we help you compare options, negotiate intelligently, and maximize your transition package.
Raymond James may be having a breakout month—but the right move is the one that fits you.
Let’s talk. Start the process confidentially and get the insight you need to make your next move your best one.
