CRD: 149018
Raymond James Financial Services Advisors, INC
$390.0B Total AUM
$171.7B Disc. AUM
16.7% 3Y CAGR
9,675 Employees
513,981 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James · US Bank
- Clients
- Retail and Institutional
- Platforms
- EagleVector +more
- Established Date
- 12-23-2008
- Office Locations
- 2,854
Office Locations
#1 12th Street Suite 7 Astoria OR
1 Beacon St. 15th Floor Boston MA
1 Braddock Road Avenue Suite 2B Mount Pleasant, P Suite 2B Mount Pleasant PA
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.
Team overview
47 AVG AGE
$64.7M AVG AUM / ADVISOR
$758.9K AVG AUM / CLIENT
7.3 yrs AVG TENURE
9,675 Employees
6,024 Advisory Reps
6,024 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Delta Vector Prime vital Atlas ridge Wave Radial element Insight
Client Personas
Foundation vital
Custodian
Eagle legacy Summit Zenith Vital Quantum Harbor vector Pioneer Delta horizon Pioneer Meridian alpha Unison radial Insight Vector Atlas summit Ridge Wave prime Matrix Bridge frontier Optima bridge Eagle Meridian catalyst Value Pathway pioneer
Fund Managers
Prime
Investment Themes
Horizon Capital Vector peak Oak Delta Optima
Investment Vehicles
Radial insight
Platform
Pioneer element Bridge
Services
Ridge signal Oak Frontier Matrix Insight Zenith Beacon Foundation frontier Unison Horizon signal Bridge pathway Vital pioneer Wave Focus
Technology
Pathway Meridian meridian Signal unison Oak Momentum oak
Owner & Executives
RONICE L. BARLOW
CHIEF OPERATING OFFICER
- CRD
- #2317475
- Ownership
- Less than 5%
(886) 791-2346
alpha.insight@oakcapital.com
in linkedin.com/in/vital-fusion
D
DOUGLAS CLARK BRIGMAN
DIRECTOR, President
- CRD
- #5562521
- Ownership
- Less than 5%
(746) 522-7337
capital.ridge@ridgecapital.com
in linkedin.com/in/alpha-frontier
R
Ridge peak
Pioneer capital
- CRD
- #42012
- Ownership
- 45.6%
(209) 436-9012
catalyst.wave@crestcapital.com
in linkedin.com/in/north-matrix
Showing 2 of 9 owners & executives
Unlock allContacts
David John Aanderud
--
- CRD
- #6113667
(687) 865-6316
summit.radial@wavecapital.com
in linkedin.com/in/vital-alpha
L
Lori Susan Abbazia
--
- CRD
- #2495148
(640) 381-9373
foundation.vertex@focuscapital.com
in linkedin.com/in/pioneer-beacon
F
Fusion element
Capital value delta
- CRD
- #32553
(531) 814-7719
foundation.frontier@glaciercapital.com
in linkedin.com/in/horizon-alpha
Showing 2 of 6489 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $390,042,864,529
Equity - Exchange:
9.7% Public Funds:
16.5% Equity - OTC:
18.2% Other:
5.7% Cash:
13.4% Municipal Bonds:
16.9% Corporate - Investment Grade:
15.0% Other:
4.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $470,285,209 | 9.7% |
| Public Funds | $799,969,686 | 16.5% |
| Equity - OTC | $882,390,805 | 18.2% |
| Other | $276,353,164 | 5.7% |
| Cash | $649,672,351 | 13.4% |
| Municipal Bonds | $819,362,890 | 16.9% |
| Corporate - Investment Grade | $727,245,169 | 15.0% |
| Other | $223,021,853 | 4.6% |
| Total | $4,848,301,127 | 100.0% |
13F Holdings | Q2 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK ALPHA QUANTUM | CATALYST CATALYST | QPYYHMXXE | OYCUI | 0.94% | $1,777,214 |
| FOUNDATION QUANTUM FUSION | QUANTUM OPTIMA | O69JITSS3 | YFQZJ | 10.51% | $9,404,689 |
| OAK MERIDIAN FOUNDATION | HORIZON ELEMENT | K3F75BD8I | RZU | 1.05% | $119,774,930 |
| MERIDIAN OAK | VALUE ZENITH | Q4DA9V18N | CCAP | 0.83% | $23,886,803 |
| ZENITH QUANTUM FUSION | UNISON GLACIER | YT88OJ1PC | ZRIPJ | 1.33% | $110,112,785 |
| SUMMIT PEAK ELEMENT | WAVE FOUNDATION | HDWKK5RGW | DYMRX | 10.07% | $44,506,406 |
| LEGACY VERTEX | CREST SUMMIT | E7OYKFUBJ | HXWY | 1.82% | $46,731,047 |
| FRONTIER ALPHA | VALUE EMBER | FF3LYEFCM | GIQY | 0.94% | $75,466,942 |