Buyer
Raymond James
Employee + independent advisor hybrid.
Sector footprint
One company, every side of the market
WealthThis site
Raymond James
Employee + independent advisor hybrid.
Capability matrix
| Capability | Raymond James |
|---|---|
| managed | ● |
| planning | ● |
| lending | ● |
| insurance | ● |
| banking | ● |
Parent organization
Raymond James
Founded
Not yet sourced
Scale
$1.4T AUM
Companies alongside it
Peers grouped as ibd — the nearest comparables in the same part of the market.