ST PETERSBURG, FLCRD 174904Latest ADV December 12, 2025
Raymond James Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in St Petersburg, FL. Its latest Form ADV filing, dated December 12, 2025, reports $16.9B in regulatory assets under management, 175 employees, 2 offices, and 5 accounts.
Assets Under Management
$16.9B
Employees
175
Offices
2 offices
Total Clients
5
Primary office
ST PETERSBURG, FL
780 CARILLON PARKWAY, ST PETERSBURG, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 40.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
40.0%
2
2
Individuals
20.0%
1
3
HNWI
20.0%
1
4
Investment Cos.
20.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.9Bas of December 12, 2025
Discretionary100.0%
$16.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.9B
Total Accounts5
10Y AUM Change+$16.9B (+143173.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees175
Clients per Employee0:1
10Y Employee Change-5 (-2.8%)
* 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.