Raymond James AdvisorChoice®: Independent Agent

Independence, backed by Raymond James

Our Independent Agent model is designed for advisors who want to operate as true business owners.

From how your office operates to how your clients are served, you have the freedom to build and manage your business in a way that reflects your goals, your clients, and your vision for the furture – all while benefiting from the strength, scale, and expertise of Raymond James.

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How the independent model works

Full business ownership

You operate as a business owner, making decisions on how your practice is structured, managed, and grown.

Flexibility in how you operate

You are responsible for your office, team, and day-to-day operations, with the flexibility to structure your business in a way that aligns with how you work.

Access to full firm capabilities

Leverage Raymond James’ full suite of products, services, and expertise to support your clients and your business.

Freedom without compromise

Serve your clients without the pressure of products to push, while maintaining complete ownership of your relationships.

Designed for your growth

Our independent channel offers the freedom and flexibility to grow your business on your terms.

Whether you’re building your own office, expanding your team, or planning what’s next, this model gives you the freedom to structure and scale your business, supported by the full capabilities of Raymond James.

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.

Start your journey

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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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