The Advisor Inventory shows all Raymond James Financial Advisors that have been imported within a specific affiliate, whether or not they have signed up on Practice Exchange. For example, if you’re in the RJA Practice Exchange website, which is mutually exclusive from all other affiliate platforms, you will only see RJA Financial Advisors.

Within the Advisor Inventory, there are Financial Advisors who may or may not have an account on Practice Exchange. To see whether a Financial Advisor within the Advisor Inventory list has an account, you can check their Marketplace Status, which is a column found on this page.

The Advisor Inventory is where you can search for and invite Financial Advisors to Practice Exchange and make match pool exceptions, among other things.

Note: The Advisor Inventory and Users page look almost identical, but have important differences. Match pool exceptions can only be made on the Advisor Inventory page. Financial Advisors who are users appear both on the Users and Advisor Inventory page, however, Financial Advisors who are not yet users only appear on the Advisor Inventory page.