Third Party Disclosure Documents
These materials are produced by independent third-party investment advisers and are provided solely for regulatory disclosure purposes. Raymond James does not prepare, verify, endorse or guarantee the contents.
- Active Index Advisors (Manager-discretion) ADV Part 2A Disclosure document
- Advent Capital Management (Manager-discretion) ADV Part 2A Disclosure document
- AEW Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- Aligned Investors (Model Delivery) ADV Part 2A Disclosure document
- Alley Investment Management Company (Model Delivery) ADV Part 2A Disclosure document
- AllianceBernstein Investments (Manager-discretion) ADV Part 2A Disclosure document
- Allspring Global Investments (Model Delivery) ADV Part 2A Disclosure document
- American Funds Model Portfolios (Manager-discretion) ADV Part 2A Disclosure document
- Anchor Capital Advisors (Model Delivery) ADV Part 2A Disclosure document
- Asset Preservation Advisors (Manager-discretion) ADV Part 2A Disclosure document
- Atlanta Capital Management (Manager-discretion) ADV Part 2A Disclosure document
- Atlanta Capital Management (Model Delivery) ADV Part 2A Disclosure document
- Bahl & Gaynor Investment Counsel (Model Delivery) ADV Part 2A Disclosure document
- Beutel, Goodman & Company (Model Delivery) ADV Part 2A Disclosure document
- BlackRock Investment Management (Model Delivery) ADV Part 2A Disclosure document
- BlackRock Financial Management (Model Delivery) ADV Part 2A Disclosure document
- BNY Newton Investment Adviser (Model Delivery) ADV Part 2A Disclosure document
- Boston Partners Global Investors (Model Delivery) ADV Part 2A Disclosure document
- Breckinridge Capital Advisors (Manager-discretion) ADV Part 2A Disclosure document
- Brown Advisory (Model Delivery) ADV Part 2A Disclosure document
- Cantor Fitzgerald Investment Advisors (Model Delivery) ADV Part 2A Disclosure document
- Capital Group (Manager-discretion) ADV Part 2A Disclosure document
- Capital Group (Model Delivery) ADV Part 2A Disclosure document
- Capital Wealth Planning (Manager-discretion) ADV Part 2A Disclosure document
- Causeway Capital Management (Model Delivery) ADV Part 2A Disclosure document
- Chartwell Investment Partners (Manager-discretion) ADV Part 2A Disclosure document
- Clarkston Capital Partners (Model Delivery) ADV Part 2A Disclosure document
- ClearBridge Dynamic MDA (Model Delivery) ADV Part 2A Disclosure document
- ClearBridge Investments (Manager-discretion) ADV Part 2A Disclosure document
- ClearBridge Investments (Model Delivery) ADV Part 2A Disclosure document
- Columbia Threadneedle Investments (Model Delivery) ADV Part 2A Disclosure document
- Conestoga Capital Advisors (Model Delivery) ADV Part 2A Disclosure document
- Congress Asset Management Company (Manager-discretion) ADV Part 2A Disclosure document
- Congress Asset Management Company (Model Delivery) ADV Part 2A Disclosure document
- CooksonPeirce Investment Management (Model Delivery) ADV Part 2A Disclosure document
- Copeland Capital Management LLC (Model Delivery) ADV Part 2A Disclosure document
- Cougar Global Investments (Model Delivery) ADV Part 2A Disclosure document
- Crawford Investment Counsel (Manager-discretion) ADV Part 2A Disclosure document
- Crossmark Global Investments (Manager-discretion) ADV Part 2A Disclosure document
- Dana Investment Advisors (Manager-discretion) ADV Part 2A Disclosure document
- Davis Selected Advisers (Model Delivery) ADV Part 2A Disclosure document
- Dearborn Partners (Manager-discretion) ADV Part 2A Disclosure document
- Dearborn Partners (Model Delivery) ADV Part 2A Disclosure document
- Diamond Hill Capital Management (Model Delivery) ADV Part 2A Disclosure document
- DSM Capital Partners, LLC (Model Delivery) ADV Part 2A Disclosure document
- Eagle Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Eagle Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- Earnest Partners (Model Delivery) ADV Part 2A Disclosure document
- Edge Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Edgewood Management (Manager-discretion) ADV Part 2A Disclosure document
- Epoch Investment Partners (Model Delivery) ADV Part 2A Disclosure document
- Equity Investment (Model Delivery) ADV Part 2A Disclosure document
- Federated Investment Counseling (Manager-discretion) ADV Part 2A Disclosure document
- Federated Investment Counseling (Model Delivery) ADV Part 2A Disclosure document
- Federated MDT Advisers (Model Delivery) ADV Part 2A Disclosure document
- First Eagle Global Investment Management (Model Delivery) ADV Part 2A Disclosure document
- First Eagle Investments (Manager-discretion) ADV Part 2A Disclosure document
- Franklin Templeton Private Portfolio Group (Manager-discretion) ADV Part 2A Disclosure document
- Fuller & Thaler Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Goldman Sachs Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- GQG Partners (Model Delivery) ADV Part 2A Disclosure document
- Guardian Capital (Model Delivery) ADV Part 2A Disclosure document
- GW&K Investment Management (Manager-discretion) ADV Part 2A Disclosure document
- GW&K Investment Management (Model Delivery) ADV Part 2A Disclosure document
- Hamlin Capital Management (Model Delivery) ADV Part 2A Disclosure document
- Invesco Advisers (Model Delivery) ADV Part 2A Disclosure document
- Janus Henderson Investors (Model Delivery) ADV Part 2A Disclosure document
- Jennison Associates (Model Delivery) ADV Part 2A Disclosure document
- John Hancock Investment Management (Model Delivery) ADV Part 2A Disclosure document
- JP Morgan Asset Management - Tax Smart (Manager-discretion) ADV Part 2A Disclosure document
- JP Morgan Asset Management - Fixed Income (Manager-discretion) ADV Part 2A Disclosure document
- JP Morgan Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Kayne Anderson Rudnick Investment Management (Model Delivery) ADV Part 2A Disclosure document
- Lazard Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- Lazard Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Loomis, Sayles & Company (Model Delivery) ADV Part 2A Disclosure document
- Lord Abbett & Co (Model Delivery) ADV Part 2A Disclosure document
- Lord Abbett & Company (Manager-discretion) ADV Part 2A Disclosure document
- Madison Investment Advisors (Manager-discretion) ADV Part 2A Disclosure document
- MFS Investment Management (Model Delivery) ADV Part 2A Disclosure document
- Mondrian Investment Partners (Model Delivery) ADV Part 2A Disclosure document
- Neuberger Berman Investment Advisers (Model Delivery) ADV Part 2A Disclosure document
- Neuberger Berman, LLC (Manager-discretion) ADV Part 2A Disclosure document
- Nuance Investments (Model Delivery) ADV Part 2A Disclosure document
- Nuveen Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- O’Shaughnessy Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- O’Shaughnessy Asset Management, LLC (Options) (Manager-discretion) ADV Part 2A Disclosure document
- Pacific Income Advisers (Manager-discretion) ADV Part 2A Disclosure document
- Parametric Portfolio Associates (Manager-discretion) ADV Part 2A Disclosure document
- Parnassus Investments (Model Delivery) ADV Part 2A Disclosure document
- PIMCO (Pacific Investment Management Company) (Manager-discretion) ADV Part 2A Disclosure document
- Polen Capital Management (Model Delivery) ADV Part 2A Disclosure document
- Putnam Investment Management (Model Delivery) ADV Part 2A Disclosure document
- River Road Asset Management (Model Delivery) ADV Part 2A Disclosure document
- RiverFront Investment Group (Manager-discretion) ADV Part 2A Disclosure document
- RiverFront Investment Group (Model Delivery) ADV Part 2A Disclosure document
- Royce & Associates (Model Delivery) ADV Part 2A Disclosure document
- Russell Investments (Manager-discretion) ADV Part 2A Disclosure document
- Sage Advisory Services (Manager-discretion) ADV Part 2A Disclosure document
- Sage Advisory Services (Model Delivery) ADV Part 2A Disclosure document
- Schafer (Manager-discretion) ADV Part 2A Disclosure document
- Schafer (Model Delivery) ADV Part 2A Disclosure document
- Shelton Capital Management (Manager-discretion) ADV Part 2A Disclosure document
- Shelton Capital Management (Model Delivery) ADV Part 2A Disclosure document
- Spectrum Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Spyglass Capital Management (Model Delivery) ADV Part 2A Disclosure document
- Sterling Capital Management (Model Delivery) ADV Part 2A Disclosure document
- T. Rowe Price Associates (Model Delivery) ADV Part 2A Disclosure document
- Tandem Investment Advisors (Manager-discretion) ADV Part 2A Disclosure document
- TCW Investment Management (Manager-discretion) ADV Part 2A Disclosure document
- TCW Investment Management (Model Delivery) ADV Part 2A Disclosure document
- The London Company of Virginia (Model Delivery) ADV Part 2A Disclosure document
- Thornburg Investment Management (Manager-discretion) ADV Part 2A Disclosure document
- UBS Asset Management (Model Delivery) ADV Part 2A Disclosure document
- Wasatch Global Investors (Model Delivery) ADV Part 2A Disclosure document
- WCM Investment Management (Manager-discretion) ADV Part 2A Disclosure document
- WestEnd Advisors (Model Delivery) ADV Part 2A Disclosure document
- Western Asset Management (Manager-discretion) ADV Part 2A Disclosure document
- Westwood Management (Model Delivery) ADV Part 2A Disclosure document
- William Blair Investment Management (Model Delivery) ADV Part 2A Disclosure document