Best-in-State · rank 134 · Phoenix, Arizona · listed firm: Raymond James Financial Services
Identity & firm
- Firm — Raymond James Financial Services (high)
- “Raymond James Financial Services” — forbes_shook
- Parent company — Raymond James Financial, Inc. (high)
- “Raymond James Financial Services Advisors, Inc.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Raymond James Financial Services Advisors, Inc.” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 1010766 (high)
- “CRD#: 1010766” — sec_finra_regulatory
- Years experience — 44 (high)
- “44 years in the financial services industry (started 1982)” — sec_finra_regulatory
- Designations — Series 7, Series 63, Series 51, Series 52, SIE (high)
- “Series 7, Series 63, Series 51, Series 52, SIE registered” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 272 (high)
- “Team Assets (Custodied): $272M” — forbes_shook
- Account minimum ($M) — 0.65 (high)
- “Minimum account size for new business: $650K” — forbes_shook
- Typical client net worth ($M) — 4.4 (high)
- “Typical Net Worth of Relationships: $2.2-6.6M” — forbes_shook
- Client niche — high-net-worth individuals, families, businesses, pension funds, non-profit organizations (high)
- “Provides comprehensive financial plans to individuals, businesses, pension funds, and non-profit organizations” — sec_finra_regulatory
- Custodians — not_applicable (high)
- “Raymond James Financial Services Advisors, Inc. (wirehouse)” — sec_finra_regulatory
- Fee model — fee_plus_commission (medium)
- “Raymond James Financial Services is a wirehouse offering both discretionary and non-discretionary advisory services” — firm_official
Positioning & marketing
- Website url — https://www.raymondjames.com/ (high)
- “Raymond James Financial Services” — firm_official
- Value proposition (verbatim) — Provides comprehensive financial plans to individuals, businesses, pension funds, and non-profit organizations with expertise in estate, trust, and retirement plan setups, cash flow and tax minimization strategies, and coordination with legal, accounting, actuarial, and banking professionals. (high)
- “Provides comprehensive financial plans to individuals, businesses, pension funds, and non-profit organizations” — sec_finra_regulatory
- Differentiators — comprehensive financial planning approach, multi-disciplinary coordination with legal and accounting professionals, estate and trust expertise, tax minimization focus (medium)
- “Coordination with legal, accounting, actuarial, banking, real estate, and mortgage professionals” — sec_finra_regulatory
- Content marketing — gap: not_found_after_search
- Has podcast — no (high)
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/garry-michaelis-23b0065/ (high)
- “LinkedIn Profile: https://www.linkedin.com/in/garry-michaelis-23b0065/” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Over 500 LinkedIn connections” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisors #134 (Arizona) (high)
- “#134 Forbes 2026 Best-In-State Wealth Advisors List (Arizona ranking)” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Michaelis operates under the Raymond James brand identity and corporate visual assets” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Uses Raymond James corporate branding; no distinct personal or team visual identity separate from parent firm (high)
- “Operates under the Raymond James brand identity” — firm_official