Start your own RIA Discover an empowered approach to RIA ownership.

When you partner with us, we’ll set you up for success with customizable solutions and innovative resources to launch and scale your RIA.

Support for establishing your RIA

As an independent RIA, you’ll control every aspect of your business – and enjoy access to the full spectrum of resources of Raymond James.

Roadmap to starting your RIA

Although deciding to go independent can seem overwhelming, the Raymond James RIA & Custody Services (RCS) team is committed to taking out the guesswork. Download our Starting Your Own RIA Checklist to guide you through the process.

White-glove service when you need it

As an RIA at Raymond James, you’ll be paired with a dedicated service associate to help you navigate every product, resource and tool.

Maximizing independence without sacrificing support

By partnering with Raymond James in forming their own RIA, Garry North and Master’s Wealth Management were able to create a smooth transition.
“Going fully independent used to mean being on your own. At many firms that’s still the way it works. But at Raymond James, the service model for RIAs is similar to that of an independent broker/dealer.”

- Garry North, CFP®, Managing Partner, Master’s Wealth Management

Robust resources for the new RIA

Our specialists are here to help you succeed in kicking off and transitioning your new business and with continuous practice management support once you’re up and running.

A trained, responsive transition team to support your every step
Integrated platform with the flexibility to incorporate third-party applications
The freedom to build a unique brand – and creative professionals to help you craft it
Grow your practice through business planning, team coaching and process development

Connect with your state’s dedicated consultant

Meet your team

J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

© 2025 Raymond James Financial, Inc. All rights reserved.


Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc.

Raymond James & Associates Statement of Financial Condition - March 2025 (PDF)