CRD: 705
Raymond James & Associates, Inc.
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- Custodian
- Broadridge · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-02-1969
- Office Locations
- 592
Office Locations
About Raymond James & Associates, Inc.
Raymond James (founded 1962) provides investment management and wealth planning, plus capital markets and strategic guidance for corporations and institutions, and a flexible platform for advisors. The firm publishes ongoing market and planning insights and was ranked #1 for Advised Investor Satisfaction and Most Trusted in J.D. Power’s 2025 U.S. Investor Satisfaction Study.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $501.0B between December 23, 2025 and June 26, 2026.
Across 5 reported observations, AUM increased 63.6% between December 16, 2022 and June 26, 2026, from $306.1B to $501.0B.
Of the latest reported AUM, 75.6% is discretionary and 24.4% is non-discretionary.
The firm reports 5,683 advisory representatives and 533,848 clients, or 93.9 clients per representative. That equates to $938.4K in reported AUM per client.
The profile lists 592 reported office locations and 57 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Raymond James & Associates, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHAWN JOSEPH BARKO
Chief Compliance Officer, Senior Vice President
- CRD
- #2690394
- Ownership
- Less than 5%
JAMES BUNN
Advisor, DIRECTOR, Global Equities and Investment Banking, President
- CRD
- #3130320
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Ayoub Abbas
--
- CRD
- #7953828
CHRISTINA MARIE ABBEY
Financial Advisor
- CRD
- #6262403
Showing 2 of 8644 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $378,677,672,587 | $384,171 |
| Non-Discretionary | $122,277,932,388 | $776,639 |
| Total | $500,955,604,975 | $438,226 |
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Separately Managed Accounts
SMA allocation detail is available
Raymond James & Associates, Inc. has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2025
Review the latest reported holdings
Raymond James & Associates, Inc.'s 13F holdings detail is available for Q2 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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