|
⚲
|
| Keyboard |
| Raymond James & Associates Inc
✚
|
|
|---|---|
| CRD # | 705 |
| SEC # | 801-10418 |
| CIK # | 0000724743, 0001084208 |
| AUM | 500.96 B (2026-06-26) |
| Employees | 16,780 (34% Investors, 47% 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) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 6.6 | ||
| Nvidia Corp | 6.1 | ||
| Broadcom Inc | 5.0 | ||
| Amazon Com Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Johnson & Johnson | 2.5 | ||
| Facebook Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Morgan Keegan Private Equity Fund of Fund II Holdings LP | 2019-12-20 | 17.8 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413,527 | 116.1 |
| (b) Individuals (high net worth individuals) | 99,598 | 288.7 |
| (c) Banking or thrift institutions | 710 | 1.8 |
| (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 | 9,726 | 46.1 |
| (h) Charitable organizations | 196 | 1.1 |
| (i) State or municipal government entities | 117 | 4.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 385 | 2.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7,358 | 40.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,143,145 | 501.0 |
| By Discretionary | ||
| Discretionary | 985,700 | 378.7 |
| Non-Discretionary | 157,445 | 122.3 |
| Total | 1,143,145 | 501.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 494.1 | |
| Total | 1,143,145 | 501.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001084208] | |
| 13F-NT | [0001084208] | |
| SC 13G | [0001084208] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $22.3B |
| Clients | 2,231 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | U4ONQX15J3RO8XCKE979 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Creative Planning LLC
✚
|
KS | 295.57 B |
|
Cerity Partners LLC
✚
|
NY | 161.68 B |
|
Mariner LLC
✚
|
KS | 125.41 B |
|
New England Asset Management Inc
✚
|
CT | 111.72 B |
|
Clearstead Advisors LLC
✚
|
OH | 33.88 B |
|
E Fund Management Hong Kong Co Limited
✚
|
15.72 B | |
|
Evercore Wealth Management LLC
✚
|
NY | 15.52 B |
|
Laird Norton Wetherby Wealth Management LLC
✚
|
WA | 12.18 B |
|
Soltis Investment Advisors LLC
✚
|
UT | 12.04 B |
|
Bridges Investment Management Inc
✚
|
NE | 11.31 B |