Independence Plus Complete support from startup to succession.

As an independent advisor with Raymond James, we’ll help you build your practice from scratch or bring it to the next level with specialist support, business owner services and deep industry insight.

Unlock the power of independence with the support of an elite team of startup consultants and business accelerators.

For more than a decade, our Independent Business Consulting team has been providing white-glove service, powerful resources and personalized guidance to help advisors break away from the ordinary.

Your dedicated support team

Work closely with a team of specialists dedicated to vision.

Startup business consultant

Create a business foundation built for long-term success.

Transition consultant

Plan the move, execute the plan and secure your business with confidence.

Technology consultant

From back-office to client-facing, put the right tech at your fingertips.

Marketing associate

Build a brand that can’t be ignored, then spread the word.

Independence Plus in action

Unlock the power of independence

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Complete support for your business
Steve Voss, the head of Independent Business Consulting, talks about the power of personalized consulting support for independent advisors.
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One advisor’s journey to independence
Evan Mayer shares how insightful advice and business services helped him take advantage of independence and elevated his practice.
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Building your own independence
National Head of Advisor Recruiting Jodi Perry talks about how independence gives each advisor the opportunity to play to their strengths.

Major firm resources personalized for you

  • Compliance and supervision
  • Practice management
  • Transition management
  • Cyber security
  • Marketing
  • Paraplanning
  • Technology
  • Business consulting
  • Virtual admin
  • Succession & Acquisition Planning

Independence Plus Insights

Talk to a
consultant

Ready to learn more?

Talk to a consultant

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.

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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.

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