⚲
|
Raymond James Financial Services Advisors Inc
✚
|
|
---|---|
CRD # | 149018 |
SEC # | 801-69815 |
CIK # | 0001462284 |
AUM | $275.4 BB (2024-08-09) |
Employees | 6,280 (92% Investors, 99% Brokers) |
Phone | 727-567-3020 |
Address | 880 Carillon Parkway Saint Petersburg, FL 33716 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 2.0 | |
MSFT | 1,918.2 | 1.9 | |
NVDA | 399.6 | 1.3 | |
AMZN | 1,093.0 | 1.0 | |
JPM | 340.2 | 0.9 | |
AVGO | 201.3 | 0.8 | |
GOOGL | 1,475.1 | 0.6 | |
HD | 277.6 | 0.6 | |
WMT | 335.4 | 0.5 | |
ETN | 51.6 | 0.5 | |
View All |
Holdings by Sector ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 395,924 | 102.5 |
(b) Individuals (high net worth individuals) | 59,215 | 136.5 |
(c) Banking or thrift institutions | 146 | 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 | 8,402 | 23.8 |
(h) Charitable organizations | 166 | 0.4 |
(i) State or municipal government entities | 24 | 0.1 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 64 | 0.5 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5,095 | 11.6 |
(n) Other | 0 | 0.0 |
Total | 985,117 | 275.4 |
By Discretionary | ||
Discretionary | 399,177 | 117.2 |
Non-Discretionary | 585,940 | 158.3 |
Total | 985,117 | 275.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.8 | |
United States Persons | 274.7 | |
Total | 985,117 | 275.4 |
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) |
---|---|---|
Envestnet Asset Management Inc
✚
|
IL | 426.1 |
Mitsubishi UFJ Trust and Banking Corporation
✚
|
396.4 | |
Financial Engines Advisors LLC
✚
|
CA | 270.8 |
Voya Investment Management Co LLC
✚
|
NY | 241.8 |
First Trust Advisors LP
✚
|
IL | 210.9 |
Nissay Asset Management Corporation
✚
|
206.7 | |
SageView Advisory Group LLC
✚
|
CA | 202.6 |
RBC Capital Markets LLC
✚
|
NY | 201.3 |
Commonwealth Equity Services LLC
✚
|
MA | 177.0 |
Corient Private Wealth LLC
✚
|
FL | 118.2 |