Best-in-State · rank 42 · Birmingham, Alabama · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates (high)
- “firm: "Raymond James & Associates"” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — wirehouse (high)
- “Raymond James & Associates is a wirehouse broker-dealer” — firm_official
- Team name — gap: not_found_after_search
- 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) — 821 (high)
- “Team Assets (Custodied): $821M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 1.75 (high)
- “Typical Net Worth of Relationships: $1-2.5M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $750K-3M, serving high-net-worth generalist clients” — forbes_shook
- Custodians — not_applicable (high)
- “Raymond James & Associates is a wirehouse broker-dealer, not an RIA” — firm_official
- Fee model — fee_plus_commission (medium)
- “Raymond James & Associates operates on fee-based and commission models” — firm_official
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- 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 — 2026 Forbes America's Top Wealth Advisors (rank 42, Alabama) (high)
- “rank: 42, 2026 Forbes Best in State list” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “As a Raymond James & Associates advisor, uses corporate Raymond James branding” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Uses Raymond James corporate branding: navy/gold traditional wealth-management aesthetic (medium)
- “Raymond James corporate visual identity” — firm_official