Raymond James | AdvisorChoice

We work hard to be the premier investment firm – reaffirmed every day, by every associate. And that dedication results in client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability and a unique culture focused on the success of our advisors and their clients. Ours is a commitment you won’t find everywhere. And it’s a commitment our advisors, as well as the national media, find noteworthy.

In December 2010, Raymond James’ client brokerage statement was rated “Excellent” for the fourth year in a row by independent measurement expert DALBAR. Raymond James’ total score of 84.88 positioned the firm fourth overall and ahead of the 81.90 industry average and such competitors as Edward Jones, Wells Fargo Advisors, UBS, LPL and Fidelity.
In December 2010, three advisors with Raymond James Financial Services were named to Research magazine’s “Advisor Hall of Fame” and 17 advisors affiliated with the Financial Institutions Division were named to Bank Investment Consultant’s “Top 50 Bank Reps” list.
In December 2010, Raymond James & Associates topped “Registered Rep.’s Annual Broker Report Card” with advisors rating the firm 9 out 10 for: Overall ethics; Risk management; Training and resources; and Products and research.
In October 2010, Raymond James & Associates placed second in the J.D. Power and Associates employee advisor survey, scoring highest in compensation and perception of firm performance. While Raymond James Financial Services placed third in the independent advisor survey, scoring highest in firm performance, products for clients and usefulness of the firm’s investment research.
In August 2010, Raymond James Financial Services had three advisors named to Barron’s “Top 100 Independent Advisors” list and 31 named to Registered Rep’s “Top 100 Independent Advisors” list.
In June 2010, four Raymond James advisors were named to Barron’s “Top 100 Women Advisors” list and 12 Raymond James Financial Institutions Division advisors dominated Bank Investment Consultant’s annual “Top 20 Program Managers” list.
In May 2010, ten Raymond James analysts/teams received recognition in the 2010 Financial Times/StarMine Analyst awards. A total of eleven awards were received which ranked Raymond James tenth among all U.S. brokerage firms in the StarMine tally.
In May 2010, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal’s 18th annual “Best on the Street” survey, with the firm placing 7th overall among 183 brokerage firms.
In April 2010, Raymond James was recognized as “Middle Market Investment Bank of the Year” in Buyouts magazine’s “2010 Deal of the Year Yearbook.” The Thomson Reuters publication cited Raymond James’ advisory role in 30 buy- and sell-side transactions with an aggregate value of more than $3 billion in 2009 alone.
In November 2009 Boomer Market Advisor named Raymond James the 2009 Broker/Dealer Excellence Award winner in the Large Independent Broker/Dealer category for the second consecutive year.
In the August 2009 five Raymond James Financial Services advisors were named to Barron’s “Top 100 Independent Advisors” list. (Barron’s.com subscription required.)
In June 2009, two Raymond James advisors were named to Barron’s “Top 100 Women Financial Advisors” list for third time.
In the June 2009 SmartMoney Annual Broker Survey, Raymond James was named best full-service broker for the second consecutive year, once again receiving top ratings for customer satisfaction and account statements.
In May 2009, Raymond James’ equity research analysts were recognized for their stock-picking abilities in three national surveys: The Wall Street Journal’s “Best on the Street,” Forbes “Blue Chip Analyst” and the Financial Times/Starmine’s S&P 500 and Russell 2000 survey.
In December 2008, Raymond James was selected as a 2008 Greenwich Associates Quality Leader. The firm was selected for demonstrated excellence in: Overall Research and Analyst Service Quality.
In 2008, Raymond James was ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM.
In 2008, Raymond James Financial was the only major investment services firm to be named to Forbes magazine’s list of “America’s Most Trusted Companies,” and in December 2008, Raymond James was named one of Forbes magazine’s “400 Best Big Companies in America” – for the seventh time.
In 2008, Raymond James was ranked “Highest in Employee Advisor Satisfaction Among Financial Investment Firms in a Tie” in the J.D. Power and Associates 2008 Financial Advisor Satisfaction Study^SM.
In 2008, four Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's annual “Best on the Street” survey. Overall, Raymond James placed 18th among the 260 brokerage firms researched.
In the June 2008 SmartMoney Annual Broker Survey, Raymond James clinched first place among full-service brokers, receiving top ratings for customer satisfaction and account statements.
In 2008, three Raymond James advisors were named to Barron’s “Top 100 Women Financial Advisors” list for second time.
In 2008, Raymond James’ analysts ranked ninth among all firms in total awards in the Financial Times/StarMine annual stock picking survey.
In 2008, Raymond James was once again listed “Among the Best 100 Places To Work in IT” by ComputerWorld magazine, which cited benefits, training, employee retention, diversity and career development among the criteria considered.
In 2008, Raymond James received a perfect score on the 2009 Human Rights Campaign Corporate Equality Index.
In 2007, Raymond James ranked 16th in BusinessWeek’s “Customer Service Elite,” measuring customer service across all industries.
In 2007, Raymond James’ client statements were ranked third among those of 28 firms by independent researcher, DALBAR, Inc. IDG.
In 2007, Raymond James was recognized as one of InfoWorld’s Top 100 companies for having made the best use of technology to enhance its business.

Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

The 2010 Financial Times/StarMine Analyst awards are based on the 2009 calendar-year performance of recommendations and estimates on companies that are based in the United States, Europe and Asia. StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates.

The Boomer Market Advisor award was based in part on the extent to which broker/dealers go above and beyond in serving the needs of both their advisors and their advisors’ clients.

The rankings for the Barron’s “Top 100 Independent Financial Advisors” reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.

The Barron’s “Top 100 Women Financial Advisors” was compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Rankings were based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels and interviews among other factors).

Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com.

Raymond James received the highest numerical score for employee advisor satisfaction among financial investment firms in the proprietary J.D. Power and Associates 2008 Financial Advisor Satisfaction Study^SM. Study based on 3,124 total responses measuring 19 investment firms and measures employee satisfaction of investment firms. Proprietary study results are based on experiences and perceptions of consumers surveyed in May-June 2008. Your experiences may vary. Visit jdpower.com.

The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2009 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.

StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The 2009 awards are based on the 2008 calendar-year performance of recommendations and estimates on companies that are based in the United States, Europe and Asia. The S&P 500 is an unmanaged index of 500 widely held stocks. The Russell 2000 index measures the performance of the 2,000 smallest companies in the Russell 3000 index, which represents approximately 8% of the U.S. investable market. Investors cannot invest directly in an index.

Calculations for the 2009 Forbes “Blue Chip Analyst” survey were performed by Zacks Investment Research. Zacks ranked the analysts on their stock-picking skills and earnings estimation accuracy over a three year period.

SmartMoney does not endorse any product or service of Raymond James.

The Forbes rankings for “America’s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.

The Greenwich Associates Quality Leader recognition is based on interviews with senior executives at corporations, investment banks and other institutions.