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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD 149018File 801-69815
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$390.04B
Top 10% of cohort (national)
Discretionary AUM
$171.74B
Non-discretionary $218.30B
Clients
508,439
1,107,860 accounts
Employees
9,675
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 23, 2008
- Principal office
- 880 CARILLON PARKWAY, SAINT PETERSBURG, FL, 33716
- Phone
- 727-567-3020
- Website
- HTTPS://WWW.RAYMONDJAMES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.04B
- Discretionary AUM
- $171.74B
- Non-discretionary AUM
- $218.30B
- Discretionary accounts
- 457,420
- Non-discretionary accounts
- 650,440
- Total accounts
- 1,107,860
- AUM per client
- $767K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5,554 | $15.46B |
| Insurance companies | 74 | $688.0M |
| Charitable organizations | 107 | $343.8M |
| High net worth individuals | 91,402 | $230.85B |
| Banking or thrift institutions | 203 | $313.8M |
| Pension and profit sharing plans | 8,500 | $26.97B |
| State or municipal government entities | 22 | $95.4M |
| Individuals (other than high net worth individuals) | 402,577 | $115.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — PER PARTICIPANT (ERISA)
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.