Firm profile

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FLCRD 705Latest ADV March 31, 2026

Raymond James & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Petersburg, FL.

Assets Under Management
$501.0B
Employees
16,780
Offices
817 offices
Total Clients
531,617
Primary office
ST. PETERSBURG, FL
880 CARILLON PARKWAY, ST. PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOTashtego Spring Elwyn
CCOPhilip Roger Martin
CCOShawn Joseph Barko

Advisory services offered

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

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
413,527
2
HNWI
18.7%
99,598
3
Pension Plans
1.8%
9,726
4
Corporations
1.4%
7,358
5
Banks
0.1%
710
Additional categories (<0.1%)
Charitable196 clients
Government117 clients
Categories with <5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$501.0Bas of March 31, 2026
Discretionary75.6%
$378.7B
76% of total RAUM75.6%
Non-discretionary24.4%
$122.3B
24% of total RAUM24.4%
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$501.0B
Total Accounts1,143,145
10Y AUM Change+$388.9B (+347.3%)

Employee Growth by Quarter

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

Total Employees16,780
Clients per Employee32:1
10Y Employee Change+4,507 (+36.7%)

* 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.