Wealth Manager
    SEC Registered

    Raymond James Investment Management

    Registered investment advisor · St Petersburg, Florida · CRD #174904

    Assets Under Management
    $16.9B
    Client Accounts
    5
    Employees
    175
    CRD Number
    174904
    Registration
    SEC Registered

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

    About Raymond James Investment Management

    Raymond James Investment Management is a global asset-management company and a division of Raymond James Financial, Inc. Established around 2015, it combines the agility of independent investment teams with the stability of a full-service firm. The company focuses on active management strategies across various asset classes, aiming for long-term absolute and risk-adjusted returns through high-conviction, lower-turnover portfolios. The firm offers a diverse range of investment vehicles, includin

    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 Investment Management

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    Frequently Asked Questions

    What is Raymond James Investment Management's AUM?

    Raymond James Investment Management reports approximately $16.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Raymond James Investment Management headquartered?

    Raymond James Investment Management is headquartered in St Petersburg, Florida.

    What is Raymond James Investment Management's CRD number?

    Raymond James Investment Management's CRD number is 174904. 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 Investment Management manage?

    Raymond James Investment Management manages approximately 5 client accounts according to its latest SEC filing.

    Is Raymond James Investment Management SEC registered?

    Yes, Raymond James Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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