Recently Released!!!
Date Published: December 21, 2022
Summary PowerPoint Deck: 322 Slides
Reference PowerPoint Deck: 1,764 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 financial advisor channels.

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

And this research makes several future predictions for the other national brokerage firms, including:

• 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