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 390.04 B (2026-06-01)
Employees 9,675 (62% Investors, 67% Brokers)
Phone727-567-3020
Address880 Carillon Parkway
Saint Petersburg, FL 33716
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($B)
4003202401608002007201320202027
Sector Form 13F Holdings Value ($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 ($B)
3502802101407002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 402,577 115.3
(b) Individuals (high net worth individuals) 91,402 230.8
(c) Banking or thrift institutions 203 0.3
(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 8,500 27.0
(h) Charitable organizations 107 0.3
(i) State or municipal government entities 22 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 74 0.7
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5,554 15.5
(n) Other 0 0.0
Total 1,107,860 390.0
By Discretionary
Discretionary 457,420 171.7
Non-Discretionary 650,440 218.3
Total 1,107,860 390.0
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 389.4
Total 1,107,860 390.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001462284]
13F-NT [0001462284]
SC 13G [0001462284]
Form 13D/13G Filer Form 13D/13G Subject Filed
Raymond James Financial Services Advisors Inc PFS Bancorp Inc [2026-04-07]
Raymond James Financial Services Advisors Inc Nuveen S&P 500 Dynamic Overwrite Fund [2026-04-07]
Raymond James Financial Services Advisors Inc Energous Corp [2026-04-07]
Raymond James Financial Services Advisors Inc Security Midwest Bancorp Inc [2026-01-07]
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]
Firm Profile (Form ADV)
Discretionary AUM$15.7B
Clients5,542
ServesInstitutional, Retail, Research
LEI254900HPI3RXVI2LK996
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