Other National Brokerage Firms:
A Few Non-Wirehouse Firms with Nationwide Presences
Recently Released!!!
Date Published: June 4, 2024
Summary PowerPoint Deck: 376 Slides
Reference PowerPoint Deck: 1,836 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the other national brokerage firms, a handful of full-service brokerage firms that are emerging quickly, including Edward Jones & Company, Ameriprise Financial (Employee Model), Raymond James Financial (Raymond James & Associates) (Employee Model), Stifel Financial Group (Stifel, Nicolaus, & Company), LPL Financial Holdings (Employee Model), & Oppenheimer & Company. This research is part of Tiburon's coverage of full-service brokerage firms and its broader coverage of wealth management firms.
This research defines the other national brokerage firms, including:
Date Published: June 4, 2024
Summary PowerPoint Deck: 376 Slides
Reference PowerPoint Deck: 1,836 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the other national brokerage firms, a handful of full-service brokerage firms that are emerging quickly, including Edward Jones & Company, Ameriprise Financial (Employee Model), Raymond James Financial (Raymond James & Associates) (Employee Model), Stifel Financial Group (Stifel, Nicolaus, & Company), LPL Financial Holdings (Employee Model), & Oppenheimer & Company. This research is part of Tiburon's coverage of full-service brokerage firms and its broader coverage of wealth management firms.
This research defines the other national brokerage firms, including:
- Edward Jones & Company
- Ameriprise Financial (Employee Model)
- Raymond James Financial (Raymond James & Associates) (Employee Model)
- Stifel Financial Group (Stifel, Nicolaus, & Company)
- LPL Financial Holdings (Employee Model)
- Oppenheimer & Company
- Citigroup (Citigroup Global Markets)
- JP Morgan Chase & Company (JP Morgan Securities)
- Benjamin Edwards & Company
- Moderate Growth in Financial Advisors, Assets Under Management & Administration, and Net New Assets Under Management & Administration
- Fastest Growth for Edward Jones & Company
- Increased But Laggard Movement Towards Managed Account Programs
- Continual Allowance for Varied Business Practices
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
