Jackson Grant Competitors

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Fisher Investments is the global trading name, trade mark and/or brand name of various companies within the global Fisher group of companies (the “Fisher Group”). In the United States, Fisher Investments refers to the business name of Fisher Asset Management, LLC. Fisher Investments also refers to Fisher Investments Ireland Limited and Fisher Investments Luxembourg, Sàrl in the European Economic Area, Fisher Investments GmbH in Germany and Austria, Fisher Investments Schweiz GmbH in Switzerland, the branch of Fisher Investments Japan Limited in Japan, Fisher Investments Australasia Pty Ltd in Australia, Fisher Investments Arabia in Saudi Arabia, Fisher Investments Singapore Pte. Ltd. in Singapore, and Fisher Investments Korea Inc. in South Korea. The Fisher Group also includes Fisher Investments Europe Limited, which uses the trading name Fisher Investments UK, in the United Kingdom. Fisher Investments serves clients across three principal business units: US Private Client, Institutional, and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments in the US was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken writes more than 30 monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fishercareers.com Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/ Employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $405 billion in assets for clients around the world and employs more than 5,100 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.