Raymond James AdvisorChoice®: Corporate Advisor

The flexibility to grow, backed by a global firm

Our Corporate Advisor model is designed for advisors who want the stability of a traditional branch environment, with the flexibility to grow their business in a way that works for them. You maintain ownership of your client relationships while benefiting from the infrastructure, support, and resources of Raymond James.

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Traditional structure with more flexibility

Work within an established Raymond James branch alongside other professionals, while maintaining control over how you build and manage your practice.
This model offers a level of flexibility and autonomy that goes beyond what many advisors expect from a corporate setting.

How the corporate model works

Traditional branch environment

Work within an established Raymond James branch, alongside a team of experienced professionals, in a structure designed to support your day-to-day business.

Flexibility and control

Enjoy a degree of flexibility and control you won’t find in a typical corporate setting—while still operating within a defined structure.

Built-in support

Supervision, compliance, and operational support are integrated into the model, so you can stay focused on your clients and growing your business.

Build your business your way

You maintain ownership of your client relationships and build your business your way, backed by the full resources of Raymond James.

Support at every transition stage

Whether you’re transitioning from another firm or evolving your current structure, our team works with you to plan and execute a smooth transition, so you can stay focused on your clients.

With us, your business stays yours–only stronger

C$103B+

in client assets under administration*

520+

advisors across Canada

2000+

associates across Canada

With more than 525 advisors across Canada and over C$103B in client assets, Raymond James Ltd. combines the scale of a leading financial services firm with the flexibility and support independent advisors value most.

 

*As of March 31, 2026

AdvisorChoice® Affiliation Options

AdvisorChoice® gives you access to a full range of Raymond James affiliation options, empowering you t o select the model that best supports your professional goals. Each option offers a distinct blend of freedom, resources and flexibility to help you build your business your way.

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Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd. and Raymond James (USA) Ltd. are not regulated by CIRO and are not Members of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company ("STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.

© 2026 Raymond James Ltd. All rights reserved.

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Regulated by CIRO Canadian Investment Regulatory Organization
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