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Raymond James Financial Services Advisors, Inc
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Saint Petersburg, Florida
$117.6 billion AUM
2,464 offices

Raymond James Financial Services Advisors, Inc is based in Saint Petersburg, Florida and has $117.6 billion in assets under management.

Location
880 Carillon Parkway
Saint Petersburg, FL 33716
$117.6 billion
AUM
5,787
Employees
AUM Share
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$117,643,405,555
Assets under management
400,197 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 183,448 $52,525,930,214 45% $286,326
High net worth individuals 27,438 $58,903,057,406 50% $2,146,769
Banking or thirft institutions 4 $59,398,086 0% $14,849,522
Pension and profit sharing plans 1,434 $1,483,440,801 1% $1,034,478
Charitable organizations 112 $158,061,677 0% $1,411,265
State or municipal government entities 53 $62,408,664 0% $1,177,522
Insurance companies 43 $338,918,183 0% $7,881,818
Other corporations or businesses 2,331 $4,112,190,524 3% $1,764,131
Employees Share
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5,787
Employees
5,154
Investment analysts
89% of total employees
AUM per employee Share
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$117,643,405,555
Assets under management
$20,328,911
AUM per employee
$22,825,651
AUM per investment analyst
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Compensation

Raymond James Financial Services Advisors, Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
  • Per participant (erisa)
Services offered

Raymond James Financial Services Advisors, Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Hourly & fixed rate consultations
Firm data Share
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CRD number 149,018
SEC number 801-69815
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date April 24, 2020

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