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Raymond James Financial Services Advisors Inc
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CRD # | 149018 |
SEC # | 801-69815 |
CIK # | 0001462284 |
AUM | $245.2 BB (2023-02-22) |
Employees | 6,517 (87% Investors, 99% Brokers) |
Phone | 727-567-3020 |
Address | 880 Carillon Parkway Saint Petersburg, FL 33716 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 |
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13F-HR | [0001462284] | |
SC 13G | [0001462284] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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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] |
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LPL Financial LLC
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SC | 368.0 |
Envestnet Asset Management Inc
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Financial Engines Advisors LLC
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Voya Investment Management Co LLC
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First Trust Advisors LP
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RBC Capital Markets LLC
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SageView Advisory Group LLC
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Invesco Asset Management Ltd
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|
155.2 | |
Commonwealth Equity Services LLC
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|
MA | 146.4 |
CI Private Wealth LLC
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|
FL | 94.6 |