Independent Advisor Services

Built for Corporate Advisor Success

Raymond James Ltd. offers the compensation model, resources, and independence that let you grow your practice your way.

Image of the IAS Business Model Chart Document 

Build Your Business. Your Way.

At Raymond James Ltd., we believe advisors thrive when they have the freedom to serve clients on their terms and backed by industry-leading support, transparent compensation, and true ownership.

  • You own your book
  • Industry-leading compensation
  • No proprietary product pushes
  • Access to the tools, technology, and people you need to grow, on your terms.
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Support That Scales With You

Build Your Business with Confidence

Whether you're building, scaling, or refining your practice, Raymond James Ltd. offers the platform, support, and specialized tools to help you accelerate growth, deliver exceptional client experiences, and operate with confidence.

Compensation Program

We support how you choose to build your practice, with a transparent, competitive compensation program that benefits you, your clients, and the firm.

Leading Edge Technologies

Raymond James Ltd. invests $1 billion in technology worldwide, helping advisors to do what they do best: focus on clients.

“If you want clients to follow you to a new firm, it has to be because it’s going to lead to better outcomes for them."

Mark Hougen
Senior Portfolio Manager
Joined May 2021

Cross-Border Capabilities

Our robust cross-border service offering enables advisors to seamlessly serve clients with financial interests and assets in both Canada and the United States.

Total Wealth Solutions

Total Wealth Solutions brings together Raymond James Ltd.’s full breadth of wealth management expertise under a unified platform.

Marketing That Grows With You

From first impressions to long-term growth, our dedicated advisor marketing support is designed to help you communicate your value, build trust, and grow your presence, your way.

Transition Seamlessly

A step-by-step transition timeline designed to help you navigate the move to Raymond James Ltd. with clarity and confidence.

Take the Next Step

Choosing the right firm is about more than just numbers—it’s about alignment. With your values, your vision, and your clients’ best interests.

At Raymond James Ltd., we respect that due diligence is part of your process. Our role is to make your transition thoughtful, seamless, and entirely on your terms.

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