Wealth Manager
    SEC Registered
    Manages Private Funds

    Raymond James Financial Services Advisors, Inc

    Registered investment advisor · Saint Petersburg, Florida · CRD #149018

    Assets Under Management
    $390B
    Client Accounts
    1,107,860
    Employees
    9,675
    CRD Number
    149018
    Registration
    SEC Registered
    Custodian
    Raymond James Trust Company Of New Hampshire, Raymond James & Associates, Inc.

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

    About Raymond James Financial Services Advisors, 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

    Contacts, 13F holdings & brochure intel for Raymond James Financial Services Advisors, Inc

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    Frequently Asked Questions

    What is Raymond James Financial Services Advisors, Inc's AUM?

    Raymond James Financial Services Advisors, Inc reports approximately $390B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Raymond James Financial Services Advisors, Inc headquartered?

    Raymond James Financial Services Advisors, Inc is headquartered in Saint Petersburg, Florida.

    What is Raymond James Financial Services Advisors, Inc's CRD number?

    Raymond James Financial Services Advisors, Inc's CRD number is 149018. 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 Financial Services Advisors, Inc manage?

    Raymond James Financial Services Advisors, Inc manages approximately 1,107,860 client accounts according to its latest SEC filing.

    Is Raymond James Financial Services Advisors, Inc SEC registered?

    Yes, Raymond James Financial Services Advisors, Inc is registered with the SEC as an investment adviser with an approved registration status.

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