BD Breakdown

One name, every option for advisors.  W-2? Got it. RIA? Yup. Independent? That too. 

Solid reputation and great potential, should be on everyone’s list for at least a look-see right now.


  • Best retention on the street
  • Strong platform
  • Committed leadership


  • They believe more in the value and long-term commitment of the BD that the upfront deal offers.  Deals are in the “just ok” category.
  • Family business
  • Very frugal
0 +

Financial Advisors

0 % T12

Typical transition package

$ 0 B +

Assets Under Management (AUM)

$ 0 k +

GDC Sweet Spot

curious about moving to raymond james

3xEquity Insights

Opportunity Score

RIA, Bank channel, independent, W2/Employee, Call Center…you will find it all at RayJay (and we haven’t even mentioned Steward Partners, their RIA option focused on $1million+ producers – high-touch/boutique-level service and experience for the advisor).


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