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| Raymond James & Associates Inc
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|---|---|
| CRD # | 705 |
| SEC # | 801-10418 |
| CIK # | 0000724743, 0001084208 |
| AUM | $350.0 BB (2024-08-09) |
| Employees | 12,793 (41% Investors, 56% Brokers) |
| Phone | 727-567-1000 |
| Address | 880 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 5.0 | |
| AAPL | 2,382.8 | 4.1 | |
| NVDA | 399.6 | 3.0 | |
| AMZN | 1,093.0 | 2.6 | |
| AVGO | 201.3 | 2.1 | |
| JPM | 340.2 | 1.9 | |
| GOOGL | 1,475.1 | 1.7 | |
| META | 434.9 | 1.3 | |
| HD | 277.6 | 1.2 | |
| MRK | 232.4 | 1.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Morgan Keegan Private Equity Fund of Fund II Holdings LP | 2019-12-20 | 17.8 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399,810 | 99.7 |
| (b) Individuals (high net worth individuals) | 63,518 | 169.4 |
| (c) Banking or thrift institutions | 609 | 16.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9,140 | 30.5 |
| (h) Charitable organizations | 218 | 0.8 |
| (i) State or municipal government entities | 92 | 3.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 327 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6,546 | 29.0 |
| (n) Other | 0 | 0.0 |
| Total | 992,551 | 350.0 |
| By Discretionary | ||
| Discretionary | 852,063 | 250.4 |
| Non-Discretionary | 140,488 | 99.6 |
| Total | 992,551 | 350.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 345.4 | |
| Total | 992,551 | 350.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001084208] | |
| SC 13G | [0001084208] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Creative Planning LLC
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|
KS | 175.3 |
|
New England Asset Management Inc
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|
CT | 95.2 |
|
Mariner LLC
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|
KS | 81.1 |
|
E Fund Management Hong Kong Co Limited
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|
14.0 | |
|
Bridges Investment Management Inc
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|
NE | 9.9 |
|
Laird Norton Wetherby Wealth Management LLC
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|
CA | 7.3 |
|
H M Payson & Co
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|
ME | 7.0 |
|
Soltis Investment Advisors LLC
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|
UT | 6.8 |
|
Trillium Asset Management LLC
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|
MA | 5.0 |
|
LNW Wealth Management LLC
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|
WA | 4.6 |