¹The Raymond James 2025 Global Top Advisors is a 2-day event that takes places in Montreal April 14-16th. The event brings together 60 of the highest producing advisors across the firm, though that number may vary based on those who are invited and available to attend the event. These top producing advisors were selected based on 2024 fiscal year production. Attendance at this event may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for being invited to this event.

²Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

⁴The 2025 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/20/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with AdvisorHub.