Raymond James (Usa) Ltd is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 11, 2026, reports $2.0B in regulatory assets under management, 175 employees, 76 offices, and 4,869 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
4,501
2
HNWI
7.2%
349
3
Corporations
0.2%
9
4
Pension Plans
0.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 11, 2026
Discretionary25.1%
$500M
25% of total RAUM25.1%
Non-discretionary74.9%
$1.5B
75% of total RAUM74.9%
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.
Latest AUM$2.0B
Total Accounts4,869
10Y AUM Change+$1.9B (+1461.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees175
Clients per Employee28:1
10Y Employee Change+110 (+169.2%)
* 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.