RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $390.04B |
| Discretionary | $171.74B44% of AUM |
| Non-Discretionary | $218.30B |
| Client Accounts | 1,107,860 |
| Avg Account Size | $352K |
| Employees | 9,675 |
| Peak AUM | $390.04BDec 2025 |
| AUM CAGR | +20.7% /yrover 17 yrs · 115 filings |
AUM by Client Type
Total AUM
$390.0B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $390.0B | +13.1% | +16.2% | +16.1% | |
| Discretionary AUM | $171.7B | +15.7% | +12.8% | +15.2% | |
| Non-Disc. AUM | $218.3B | +11.1% | +19.3% | +16.9% | |
| Total Accounts | 1.1M | +7.5% | +5.7% | +9.2% | |
| Avg Account Size | $352,068.731 | +5.2% | +9.9% | +6.3% | |
| Employees | 10k | +43.8% | +13.7% | +10.4% | |
| AUM / Employee | $40M | 21.4% | +2.3% | +5.2% | |
Client AUM Segments | |||||
| Wealth AUM | $346.2B | +14.2% | +18.4% | +15.1% | |
| Institutional AUM | $43.6B | +4.8% | +3.3% | +26.3% | |
Client Count Segments | |||||
| HNW Clients | 403k | +3.7% | +1.0% | +4.9% | |
| Institutional | 14k | 0.5% | 0.8% | +11.3% | |
| Individuals | 91k | +16.0% | +22.6% | +17.4% | |
Key Metrics
| Total AUM | $390.04B |
| Discretionary | $171.74B |
| Employees | 9675 |
| Client Accounts | 1107860 |
| Client Range | More than 500 |
Contact & Location
Address
880 CARILLON PARKWAY
SAINT PETERSBURG FL 33716
Phone
727-567-3020
Filing History
115 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$171.7B
44.0% of AUM
Non-Discretionary
$218.3B
56.0% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Dec 2008
•SRO proceeding/bar
•Investment adviser bar/suspension
•CFTC order
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Related Entities (Item 7)
Broker-DealerInvestment AdviserRegistered RepPension ConsultantAccounting Firm