Harrison Wealth Management Group
Harrison Wealth Management Group, a Dayton, Ohio-based wealth management advisory practice founded in 1962, operates as a Raymond James affiliate delivering personalized asset and financial management services to individuals, families, and business owners.
- Company typePublic
- Founded1962
- HeadquartersDayton, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Harrison Wealth Management Group does
Harrison Wealth Management Group is a small private wealth management advisory practice based in Dayton, Ohio, founded in 1962. The firm operates as an affiliate within the Raymond James Financial advisor network, with its digital presence hosted at raymondjames.com/hwmgadvisors, indicating a structural partnership through which Harrison delivers personalized wealth management services backed by Raymond James' institutional platform. The firm employs 1-10 people and serves as a local touchpoint for Raymond James' broader wealth management capabilities.
As a Raymond James affiliate, Harrison's service offering is enabled by the parent platform's full-service financial services stack. Underlying technology components include Client Access (online account management with cybersecurity features), eFolio (an interactive portfolio management system for financial institutions), and Goal Planning & Monitoring (a wealth planning tool that projects the probability of achieving financial goals based on inputs such as goals, risk tolerance, and spending/saving rates). Additional platform integrations include the Raymond James Bank Deposit Program for FDIC-insured cash sweeps and EverSafe for identity and fraud protection. Harrison's investment solutions span stocks, bonds, mutual funds, and alternative investments including private equity, hedge funds, real estate, and infrastructure.
Harrison's go-to-market operates through Raymond James' advisor-led sales motion, where financial advisors provide personalized, client-first service under multiple affiliation models (employee advisor, independent advisor, RIA custody). Revenue is generated through advisory fees typically calculated as a percentage of assets under management, brokerage commissions on securities transactions, fee-based account structures, and referral arrangements with ecosystem partners including EverSafe, Chapter, ClearMatch, PinnacleCare, Broadspire, Cariloop, ARAG, Everplans, and Stride. Pricing is quote-based and not publicly disclosed. Harrison serves clients across Raymond James' primary segments including high-net-worth individuals, business owners and executives, pre-retirees and retirees, families, and athletes and entertainers, with service breadth spanning investment management, estate and charitable planning, banking and lending, insurance solutions, and longevity planning.
Harrison Wealth Management Group firmographics
Firmographics- Name
- Harrison Wealth Management Group
- Legal name
- Raymond James Financial, Inc.
- Website
- https://raymondjames.com
- Company type
- Public
- Founded year
- 1962
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Harrison Wealth Management Group, a Dayton, Ohio-based wealth management advisory practice founded in 1962, operates as a Raymond James affiliate delivering personalized asset and financial management services to individuals, families, and business owners.
- Ownership category
- akta.pro rank
Harrison Wealth Management Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where Harrison Wealth Management Group is headquartered
LocationHeadquarters
- HQ city
- Dayton
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Harrison Wealth Management Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Raymond James generates revenue primarily through advisory fees charged to wealth management clients. Financial advisors provide personalized financial planning, investment management, and related services. Fees may be assessed as a percentage of assets under management (AUM) or through fee-based accounts.
- Investment Banking & Capital Markets: Revenue generated from investment banking services including mergers and acquisitions advisory, capital markets transactions, equity research, and institutional sales and trading for corporate and institutional clients.
- Brokerage Commissions: Commissions earned on securities transactions executed for clients including stocks, bonds, mutual funds, options, and other investment products.
- Interest Income: Interest income generated through Raymond James Bank, lending services, and cash management products offered to wealth management clients.
- Insurance Products: Revenue from insurance solutions including life insurance, long-term care, and annuities distributed through Raymond James Insurance Group.
- Trust Services: Fees from trust services including estate planning, charitable giving structures, and trust administration through Raymond James Trust and Raymond James Trust Company of New Hampshire.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-Based Accounts |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels8 records
Harrison Wealth Management Group product offering
Product offeringCore offering
Harrison Wealth Management Group provides personalized asset and financial management services to individual clients through its affiliation with Raymond James Financial. The practice delivers comprehensive wealth management including investment advisory, retirement planning, estate planning, private wealth services, banking and lending solutions, and insurance products. Clients receive advisor-driven financial planning tailored to their goals, risk tolerance, and life milestones, supported by Raymond James's institutional research, technology platforms, and product breadth.
Product overview
Raymond James operates as a diversified financial services firm offering a comprehensive platform of wealth management and capital markets services. The core offering includes Wealth Management for individual investors with personalized advisor relationships, supported by Investment Solutions spanning stocks, bonds, mutual funds, and alternative investments. For high-net-worth clients, Private Wealth Services provides premium capabilities including estate planning, lending, and intergenerational wealth strategies. The firm also serves corporations and institutions through Investment Banking, Public Finance, Global Equities, and Fixed Income Capital Markets divisions. Ancillary services include Raymond James Bank (banking deposits and lending), Raymond James Trust (fiduciary services), and Raymond James Insurance Group (insurance products). Client-facing digital platforms include Client Access (online portal), eFolio (institutional portfolio management), and Commission Management (centralized trading accounts). The Advisor Select platform enables independent advisor affiliation.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive financial planning and investment management services for individual clients, including personalized advisor relationships, portfolio management, and guidance through major life financial milestones.
- Private Wealth Services Premium wealth management services for high-net-worth clients featuring investment management, estate and charitable planning, lending and cash management, intergenerational wealth strategies, and risk mitigation.
- Investment Solutions Diverse investment offerings including stocks, bonds, mutual funds, and alternative investments such as hedge funds, private equity, private credit, real estate, and infrastructure investments.
- Estate, Charitable Giving & Trust Services Legacy planning services including wills, trusts, estate tax planning, charitable giving strategies, and Raymond James Trust Company services.
- Financial & Retirement Planning Planning services including Individual Retirement Accounts (IRAs), retirement planning calculators, qualified retirement plans, and college planning.
- Banking & Lending Services Banking services through Raymond James Bank including cash management, margin lending, credit cards, and various deposit programs.
- Insurance Solutions Insurance products including life insurance, long-term care protection, and annuities offered through Raymond James Insurance Group.
- Fixed Income Services Comprehensive fixed income services including bond portfolio evaluation, fixed income strategies (bond ladders, swaps), municipal bonds, taxable bonds, and fixed income market commentary.
- Asset Management Services Fee-based account management services where advisors provide ongoing portfolio management and investment decisions.
- Private Markets and Alternatives Access to private equity, private credit, real estate, infrastructure, and hedge fund investments for qualified investors seeking differentiated return sources.
- Business Owner Solutions Integrated planning services for business owners including succession and exit planning, employee benefits, risk management, and lending and liquidity solutions.
- Longevity Planning Resources Comprehensive longevity planning services including Goal Planning & Monitoring, legal document services, fraud protection, Medicare guidance, care management, and legacy planning.
- Client Access Online Portal Online portal providing clients with up-to-date account information, paperless options, and secure access to account data with cybersecurity protection exceeding industry standards.
Quantifiable outcome
- $1.92 trillion in client assets administered as of June 30, 2026
- +2 more outcomes
Companies that use Harrison Wealth Management Group
Customer profileSegments6 records
Ideal customer profiles3 records
Harrison Wealth Management Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Harrison Wealth Management Group partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered minor.
- EverSafeminorEverSafe is a fraud protection service that monitors client accounts using a proprietary algorithm to detect unusual activity. Alerts are sent to clients and designated trusted advocates. Raymond James recommends this service to clients as part of its longevity and protection offerings.
- ChapterminorChapter provides unbiased Medicare plan guidance through licensed advisors who search from over 24,000 plans to help clients maximize benefits and minimize healthcare costs. Raymond James receives a one-time referral fee for each Medicare application submitted.
- ClearMatchminorClearMatch offers unbiased Medicare guidance helping clients compare options and find cost-effective plans. Raymond James receives a one-time referral fee for Medicare Advantage and Supplement applications submitted.
- PinnacleCareminorPinnacleCare is a concierge health service maintaining relationships with top-ranked medical centers across the country. The service helps clients source treatment options, schedule appointments, and seek second opinions from specialists.
- Broadspire Care ManagementminorBroadspire Care Management provides care experts who assess homes and facilitate strategies for aging in place, including home modifications and memory care facility referrals. Offered as part of longevity planning services.
- CariloopminorCariloop provides personalized caregiving guidance, expert support, and digital tools to help families make informed care decisions for children, aging parents, or others requiring care.
- ARAG (ARAG Legal Now®)minorARAG provides legal advice and estate planning document creation services through its Legal Now® product, offering tailored legal guidance for various life events.
- EverplansminorEverplans enables clients to organize and share critical documents (wills, end-of-life wishes, family records) in a secure online database accessible to trusted family and friends.
- StrideminorStride provides health insurance guidance for pre-Medicare individuals (under 65), partnering with Chapter to offer comprehensive health coverage support.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
Harrison Wealth Management Group competitors and assessment
Company assessmentRegional players
- RBC Wealth Management: Wealth manager serving HNW and UHNW clients across the U.S. with advisor-led model. Comparable to Raymond James as a non-wirehouse advisor-led wealth platform, though with heavier Canadian parent integration.
Direct peers
- Ameriprise Financial: Diversified financial services firm with a large affiliated advisor channel delivering wealth management, retirement planning, and insurance. Comparable to Harrison in advisor-led delivery and full-service wealth offering.
- Cetera Financial Group: Independent broker-dealer supporting a network of affiliated advisor practices delivering wealth management to mass-affluent and HNW clients. Highly comparable small-practice affiliation model.
- Cambridge Investment Research: Independent broker-dealer supporting thousands of small affiliated advisor practices with wealth management services. Comparable as a host platform for small practices like Harrison.
- Edward Jones: Large U.S. broker-dealer with a decentralized advisor-led model serving mass-affluent and HNW clients in local offices. Highly comparable to Harrison in advisor affiliation model, target client, and breadth of wealth services.
- LPL Financial: Largest U.S. independent broker-dealer supporting thousands of independent advisor practices with wealth management and investment solutions. Highly comparable as a host platform for small advisor practices like Harrison.
Broad incumbents
- Wells Fargo Advisors: Wirehouse broker-dealer serving HNW clients with integrated banking and investment services. Comparable advisor-led model and full-service wealth offering.
- Morgan Stanley Wealth Management: Wirehouse and major RIA consolidator serving HNW and UHNW clients with comprehensive wealth, banking, and alternatives offerings. Comparable client mix and integrated product suite.
- Charles Schwab Wealth Advisory: Wealth advisory offering within Charles Schwab covering mass-affluent through UHNW with advisor-led and digital channels. Comparable in serving the same HNW segments Harrison targets.
- Merrill Lynch Wealth Management: Wirehouse wealth management division within Bank of America serving HNW and UHNW clients with integrated banking and investment capabilities. Comparable HNW client focus and advisor-led delivery at much larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights5 records
Customer concentration
Harrison Wealth Management Group social profiles
Digital presenceHarrison Wealth Management Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Harrison Wealth Management Group leadership team
Management profileNumber of profiles
Harrison Wealth Management Group subsidiaries and ownership
Company hierarchySubsidiaries7 records
Harrison Wealth Management Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Harrison Wealth Management Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Harrison Wealth Management Group
What does Harrison Wealth Management Group do?
Harrison Wealth Management Group provides personalized asset and financial management services to individual clients through its affiliation with Raymond James Financial. The practice delivers comprehensive wealth management including investment advisory, retirement planning, estate planning, private wealth services, banking and lending solutions, and insurance products. Clients receive advisor-driven financial planning tailored to their goals, risk tolerance, and life milestones, supported by Raymond James's institutional research, technology platforms, and product breadth.
Is Harrison Wealth Management Group a public or private company?
Harrison Wealth Management Group is a public company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Harrison Wealth Management Group founded?
Harrison Wealth Management Group was founded in 1962. It employs 1 to 10 people.
Where is Harrison Wealth Management Group based?
Harrison Wealth Management Group is headquartered in Dayton, United States, in the North America region.
How does Harrison Wealth Management Group make money?
Six revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are investment Banking & Capital Markets, brokerage Commissions, interest Income, insurance Products and trust Services.
Who are Harrison Wealth Management Group's main competitors?
RBC Wealth Management is listed as a regional player. Direct peers are Ameriprise Financial, Cetera Financial Group, Cambridge Investment Research, Edward Jones and LPL Financial. Broad incumbents are Wells Fargo Advisors, Morgan Stanley Wealth Management, Charles Schwab Wealth Advisory and Merrill Lynch Wealth Management.
Does Harrison Wealth Management Group have an API?
No public API is recorded for Harrison Wealth Management Group.
What industry is Harrison Wealth Management Group in?
Harrison Wealth Management Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.