Wealth Manager
    SEC Registered
    Manages Private Funds

    Raymond James & Associates, Inc.

    Registered investment advisor · St. Petersburg, Florida · CRD #705

    Assets Under Management
    $501B
    Client Accounts
    1,143,145
    Employees
    16,780
    CRD Number
    705
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Raymond James Trust Company Of New Hampshire

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Raymond James & Associates, Inc.

    Raymond James Financial, Inc. is a diversified financial services holding company based in St. Petersburg, Florida. Founded in 1962, the company provides a wide range of services including securities brokerage, investment banking, financial advisory, asset management, trust services, and retail banking to both individual and institutional clients globally. The firm operates through four main segments: the Private Client Group, which offers wealth management through approximately 8,700 financial

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Raymond James & Associates, Inc.'s AUM?

    Raymond James & Associates, Inc. reports approximately $501B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Raymond James & Associates, Inc. headquartered?

    Raymond James & Associates, Inc. is headquartered in St. Petersburg, Florida.

    What is Raymond James & Associates, Inc.'s CRD number?

    Raymond James & Associates, Inc.'s CRD number is 705. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Raymond James & Associates, Inc. manage?

    Raymond James & Associates, Inc. manages approximately 1,143,145 client accounts according to its latest SEC filing.

    Is Raymond James & Associates, Inc. SEC registered?

    Yes, Raymond James & Associates, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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