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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) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 390,272 | 96.6 |
| (b) Individuals (high net worth individuals) | 48,798 | 109.0 |
| (c) Banking or thrift institutions | 167 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9,333 | 28.4 |
| (h) Charitable organizations | 170 | 0.5 |
| (i) State or municipal government entities | 21 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 60 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5,018 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 932,793 | 245.2 |
| By Discretionary | ||
| Discretionary | 369,185 | 118.5 |
| Non-Discretionary | 563,608 | 126.8 |
| Total | 932,793 | 245.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 244.6 | |
| Total | 932,793 | 245.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001462284] | |
| SC 13G | [0001462284] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Raymond James Financial Services Advisors Inc | Allspring Multi-Sector Income Fund | [2022-02-08] |
| Raymond James Financial Services Advisors Inc | LMP Capital & Income Fund Inc | [2021-02-12] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LPL Financial LLC
✚
|
SC | 368.0 |
|
Envestnet Asset Management Inc
✚
|
IL | 346.8 |
|
Financial Engines Advisors LLC
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|
CA | 242.0 |
|
Voya Investment Management Co LLC
✚
|
NY | 236.7 |
|
First Trust Advisors LP
✚
|
IL | 190.5 |
|
RBC Capital Markets LLC
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|
NY | 183.5 |
|
SageView Advisory Group LLC
✚
|
CA | 156.4 |
|
Invesco Asset Management Ltd
✚
|
155.2 | |
|
Commonwealth Equity Services LLC
✚
|
MA | 146.4 |
|
CI Private Wealth LLC
✚
|
FL | 94.6 |