Best-in-State · rank 68 · Scottsdale, Arizona · listed firm: NextGen Advisors | Raymond James
Identity & firm
- Firm — NextGen Advisors | Raymond James (high)
- “NextGen Advisors | Raymond James” — forbes_shook
- Parent company — Raymond James Financial (high)
- “NextGen Advisors | Raymond James” — forbes_shook
- Firm type — gap: not_found_after_search
- Team name — NextGen Advisors (high)
- “NextGen Advisors | Raymond James” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 417 (high)
- “Team Assets (Custodied): $417M” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 3-30M (high)
- “Typical Net Worth of Relationships: $3-30M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Raymond James” — forbes_shook
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://www.nextgenadvisors.com (low)
- “nextgenadvisors.com” — firm_official
- Value proposition (verbatim) — gap: paywalled
- Differentiators — gap: paywalled
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: paywalled
- Logo url — gap: paywalled
- Visual brand notes — gap: paywalled