CRD: 149018
Raymond James Financial Services Advisors, INC
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- Custodian
- American Funds · Raymond James · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-23-2008
- Office Locations
- 2,946
Office Locations
About Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, Inc. (Raymond James) provides investment management and wealth planning for advised investors, with broader capital markets capabilities for corporations and institutions. The firm supports major financial milestones through planning, portfolio guidance, and ongoing market commentary from in-house professionals. A notable differentiator for distribution teams: Raymond James 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 $390.0B between December 23, 2025 and June 1, 2026.
Across 5 reported observations, AUM increased 59.0% between December 16, 2022 and June 1, 2026, from $245.2B to $390.0B.
Of the latest reported AUM, 44.0% is discretionary and 56.0% is non-discretionary.
The firm reports 6,024 advisory representatives and 513,981 clients, or 85.3 clients per representative. That equates to $758.9K in reported AUM per client.
The profile lists 2,946 reported office locations and 17 years in operation. The source data was last updated on June 1, 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 Financial Services Advisors, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONICE L. BARLOW
CHIEF OPERATING OFFICER
- CRD
- #2317475
- Ownership
- Less than 5%
Kirk Edward Bell
DIRECTOR, Partner
- CRD
- #3256377
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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David John Aanderud
--
- CRD
- #6113667
Lori Susan Abbazia
--
- CRD
- #2495148
Showing 2 of 6664 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,744,014,440 | $375,462 |
| Non-Discretionary | $218,298,850,089 | $335,617 |
| Total | $390,042,864,529 | $352,069 |
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Separately Managed Accounts
SMA allocation detail is available
Raymond James Financial Services Advisors, 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 Financial Services Advisors, 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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