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 $275.4 BB (2024-08-09)
Employees 6,280 (92% Investors, 99% Brokers)
Phone727-567-3020
Address880 Carillon Parkway
Saint Petersburg, FL 33716
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($BB)
3002401801206002006201220182025
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 ($BB)
806448321602013201720212025
AUM Breakdown Accounts AUM ($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]
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396.4
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NY 241.8
First Trust Advisors LP
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Nissay Asset Management Corporation
206.7
SageView Advisory Group LLC
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RBC Capital Markets LLC
NY 201.3
Commonwealth Equity Services LLC
MA 177.0
Corient Private Wealth LLC
FL 118.2
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