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| Happy Holidays!! thanks for using AUM13F!! |
| Raymond James & Associates Inc
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| CRD # | 705 |
| SEC # | 801-10418 |
| CIK # | 0001084208, 0000724743 |
| AUM | $433.8 B (2025-07-16) |
| Employees | 13,966 (40% Investors, 56% Brokers) |
| Phone | 727-567-1000 |
| Address | 880 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Amazon Com Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| VISA Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Morgan Keegan Private Equity Fund of Fund II Holdings LP | 2019-12-20 | 17.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402,895 | 109.7 |
| (b) Individuals (high net worth individuals) | 85,994 | 241.7 |
| (c) Banking or thrift institutions | 654 | 1.5 |
| (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 | 10,124 | 39.6 |
| (h) Charitable organizations | 207 | 0.9 |
| (i) State or municipal government entities | 99 | 3.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 356 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6,883 | 34.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,070,028 | 433.8 |
| By Discretionary | ||
| Discretionary | 920,410 | 327.8 |
| Non-Discretionary | 149,618 | 106.0 |
| Total | 1,070,028 | 433.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 428.3 | |
| Total | 1,070,028 | 433.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001084208] | |
| 13F-NT | [0001084208] | |
| SC 13G | [0001084208] |
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|---|---|---|
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KS | 217.4 |
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Cerity Partners LLC
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NY | 122.8 |
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New England Asset Management Inc
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CT | 103.2 |
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Mariner LLC
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KS | 98.6 |
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E Fund Management Hong Kong Co Limited
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12.5 | |
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Bridges Investment Management Inc
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NE | 10.4 |
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Soltis Investment Advisors LLC
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UT | 8.4 |
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H M Payson & Co
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ME | 8.1 |
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Laird Norton Wetherby Wealth Management LLC
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CA | 7.7 |
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Evergreen Capital Management LLC
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WA | 5.2 |