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Firm profile

Raymond James Financial Services Advisors, Inc.

SAINT PETERSBURG, FLCRD 149018Latest ADV April 2, 2026

Raymond James Financial Services Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Saint Petersburg, FL. Its latest Form ADV filing, dated April 2, 2026, reports $390.0B in regulatory assets under management, 9,675 employees, 3,629 offices, and 1,107,860 accounts.

Assets Under Management
$390.0B
Employees
9,675
Offices
3,629 offices
Total Clients
508,439
Primary office
SAINT PETERSBURG, FL
880 CARILLON PARKWAY, SAINT PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOTashtego S. Elwyn
CCOPhilip R. Martin
COORonice L. Barlow

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
402,577
2
HNWI
18.0%
91,402
3
Pension Plans
1.7%
8,500
4
Corporations
1.1%
5,554
Additional categories (<0.1%)
Banks203 clients
Charitable107 clients
Insurance Cos.74 clients
Government22 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$390.0Bas of April 2, 2026
Discretionary44.0%
$171.7B
44% of total RAUM44.0%
Non-discretionary56.0%
$218.3B
56% of total RAUM56.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$390.0B
Total Accounts1,107,860
10Y AUM Change+$321.2B (+466.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9,675
Clients per Employee53:1
10Y Employee Change+5,075 (+110.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.