Raymond James welcomes New York advisor managing over $400 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Adam E. Pearsall, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Bill Drew, New York-New England regional director for RJA.
Pearsall joins from UBS Financial Services where he managed over $400 million in client assets. As Pearsall Wealth Management of Raymond James in Glens Falls, New York, he is supported by Practice Business Manager Melissa Battiste and Client Service Associate Tara Johnson. He provides wealth management, financial planning and investment guidance to individuals, families, business owners and other investors.
“Raymond James’ client-first culture and broad wealth management resources align with the comprehensive, highly personalized approach our team brings to every relationship,” said Pearsall, senior vice president of wealth management. “The firm’s significant investment in technology and planning capabilities strengthens our ability to address the full picture of each client’s financial life while maintaining the attentive service they value.”
Pearsall spent more than 26 years at his previous firm prior to joining RJA. He earned an undergraduate degree from Colby College and holds the CERTIFIED FINANCIAL PLANNER® professional designation. He has also been named to the Forbes Best-in-State Wealth Advisor list for five consecutive years, most recently in 2026.
“Adam makes a welcome addition to our growing presence in the Capital Region, which is one of the most vibrant and attractive growth markets in the Northeast,” said Kelly Anderson, Northeast division director for RJA. "Our continued investment in Saratoga Springs, Latham and now Glens Falls reflects our confidence in this community, the strength of the local economy and the growing number of advisors seeking the model found at Raymond James that combines true business ownership with the support and resources of one of the largest financial services firms in the country."
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.93 trillion as of July 31, 2026. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Award was won while at a prior firm. The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.