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FIRM PROFILE

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CRD 149018 · Source month: August 2026

Reported business facts

CRD number
149018Reported in SEC monthly data
Legal name
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCReported in SEC monthly data
Regulatory assets under management
$390,042,864,529.00Reported in SEC monthly data
Employees
9,675Reported in SEC monthly data
Employees performing advisory functions
6,024Reported in SEC monthly data
Individual clients (other than high net worth)
402,577Reported in SEC monthly data
High net worth individual clients
91,402Reported in SEC monthly data
Banking or thrift institution clients
203Reported in SEC monthly data
Investment company clients
0Reported in SEC monthly data
Business development company clients
0Reported in SEC monthly data
Other pooled investment vehicle clients
0Reported in SEC monthly data
Pension and profit-sharing plan clients
8,500Reported in SEC monthly data
Charitable organization clients
107Reported in SEC monthly data
State or municipal government clients
22Reported in SEC monthly data
Other investment adviser clients
0Reported in SEC monthly data
Insurance company clients
74Reported in SEC monthly data
Sovereign wealth fund or foreign official clients
0Reported in SEC monthly data
Corporation or other business clients
5,554Reported in SEC monthly data
Other clients
0Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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