Raymond James Financial Services Advisors Inc

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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)
Fees
Minimum
Phone727-567-3020
Address880 Carillon Parkway
Saint Petersburg, FL 33716
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($B)
4003202401608002007201320202027
CIK Period
0001462284
Sector Form 13F Holdings Value ($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
Alphabet Inc 2.2
AbbVie Inc 2.1
Eaton Corp Ltd 2.0
Home Depot Inc 1.9
Visa Inc 1.7
Analog Devices Inc 1.5
Chevron Corp 1.5
Lilly Eli & Co 1.5
 
 
 
 
 
 
 
 
 
 
 
 
 
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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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