Raymond James Financial Services

Wealth Management Firm in Bentonville, AR

Firm Info
Address: 700 SE Walton Blvd, Bentonville, AR 72712, USA
Phone: (479) 986-3977

Firm Size
Assets Under Management: $272 billion
# of Advisors: 5,571
# of Clients: 846,581
Client to Advisor Ratio: 152:1
Average Account Size: $321,292
# of Offices: 89

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Raymond James Financial Services Advisors, Inc Overview

Raymond James Financial Services Advisors, Inc is a fee-based investment advisory firm based in Saint Petersburg, FL. The firm has been in business since 2008 and specializes in providing investment advice only. They offer a range of services to individual and small business clients, including financial planning, portfolio management, and pension consulting. In addition to traditional portfolio management for individuals and small businesses, Raymond James Financial Services Advisors, Inc also offers portfolio management services for businesses or institutional clients. These services are designed to help these clients navigate the complex world of investing and manage their funds effectively. One unique aspect of Raymond James Financial Services Advisors, Inc is their selection of other advisors service. They offer clients access to a network of carefully selected investment professionals, providing clients with a wider range of options when it comes to managing their investments. Finally, Raymond James Financial Services Advisors, Inc also offers educational seminars and workshops to help clients stay up-to-date with the latest trends and developments in the investment world. They also offer hourly and fixed rate consultations for clients who need more specialized advice or guidance on specific financial issues.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC caters to a broad range of clients, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporate entities. No matter how small or big their net worth or financial needs may be, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers services and solutions tailored to their specific requirements and investment goals. When it comes to fees, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers different structures depending on the service provided. Potential clients can choose from various fee structures such as percentage of assets under management (AUM), hourly fees, fixed fees, commissions, or other types of fees, depending on the investment vehicle and strategies that suit their specific needs. AUM fees are often charged as a percentage of the sum of the client's portfolio, for example. Hourly fees, on the other hand, are usually reserved for services that are not related to actual investment management. Meanwhile, fixed fees may be applicable for comprehensive, ongoing financial planning or consulting. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC aims to provide its clients with an excellent value proposition that aligns with their financial goals and objectives.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in their Part 2 Brochure, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC does not have a minimum asset amount for planning and/or investment consulting services for individuals. However, clients should consult with their IAR to determine if there are any minimum asset requirements for acceptance as a client. Clients will be required to complete the Wealth Advisory Services agreement and pay fees as noted in the agreement.

How This Office Can Help Bentonville, AR Residents

Raymond James Financial Services offers a range of financial planning services to clients in Bentonville, AR, helping individuals and families navigate complex financial situations. Their team of experienced financial advisors provides personalized investment advice and portfolio management, helping clients make strategic investments that align with their short- and long-term goals. Living in Bentonville, AR, individuals may face various financial challenges, including managing debt, saving for retirement, planning for college tuition expenses, or maximizing investment returns. Raymond James Financial Services offers tailored solutions to address these challenges, including debt management strategies, retirement planning and investment advice, education savings plans, and other financial planning services. Their team works closely with clients to understand their unique financial needs and priorities, developing customized plans that help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Raymond James Financial Services Advisors, Inc, visit their Part 2 Brochure.

Services Offered by Raymond James Financial Services Advisors, Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Raymond James Financial Services Advisors, Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 700 SE Walton Blvd, Bentonville, AR 72712, USA
Phone (479) 986-3977
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State Registrations

Raymond James Financial Services Advisors, Inc is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Raymond James Financial Services Advisors, Inc does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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