Our partners help us serve you

To help us consistently provide our clients with the highest degree of service and support, we partner with leading companies in the financial industry offering cutting-edge technology and high-quality support services. Our partners include:


Raymond James

One of the largest independent financial services firms in America, Raymond James helps support our business by clearing and custodial services, and providing access to leading investment research, operational and trading support, and market-leading technologies.

At a Glance

  • $796 billion in total client assets
  • 7,900 financial advisors in 3,100 locations throughout the U.S., Canada and overseas
  • Founded in 1963

* As of 3/31/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.