Raymond James Financial Services Advisors Inc

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Assets, Funds, Holdings

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Raymond James Financial Services Advisors Inc
CRD #149018
SEC #801-69815
CIK #0001462284
AUM $245.2 BB (2023-02-22)
Employees 6,517 (87% Investors, 99% Brokers)
Phone727-567-3020
Address880 Carillon Parkway
Saint Petersburg, FL 33716
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3002401801206002007201220182024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 1.5
MSFT 1,918.2 1.2
JPM 340.2 0.6
AMZN 1,093.0 0.5
HD 277.6 0.5
JNJ 465.6 0.4
WMT 335.4 0.4
AVGO 201.3 0.4
GOOGL 1,475.1 0.4
MRK 232.4 0.4
View All
Holdings by Sector ($BB)
604836241202011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 390,272 96.6
(b) Individuals (high net worth individuals) 48,798 109.0
(c) Banking or thrift institutions 167 0.2
(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 9,333 28.4
(h) Charitable organizations 170 0.5
(i) State or municipal government entities 21 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 60 0.4
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5,018 10.1
(n) Other 0 0.0
Total 932,793 245.2
By Discretionary
Discretionary 369,185 118.5
Non-Discretionary 563,608 126.8
Total 932,793 245.2
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 244.6
Total 932,793 245.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001462284]
SC 13G [0001462284]
Form 13D/13G Filer Form 13D/13G Subject Filed
Raymond James Financial Services Advisors Inc Allspring Multi-Sector Income Fund [2022-02-08]
Raymond James Financial Services Advisors Inc LMP Capital & Income Fund Inc [2021-02-12]
Comparable Firms State AUM ($BB)
LPL Financial LLC
SC 368.0
Envestnet Asset Management Inc
IL 346.8
Financial Engines Advisors LLC
CA 242.0
Voya Investment Management Co LLC
NY 236.7
First Trust Advisors LP
IL 190.5
RBC Capital Markets LLC
NY 183.5
SageView Advisory Group LLC
CA 156.4
Invesco Asset Management Ltd
155.2
Commonwealth Equity Services LLC
MA 146.4
CI Private Wealth LLC
FL 94.6
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