Raymond James Financial, Inc.
Raymond James Financial, Inc. is a diversified, publicly traded financial services firm offering wealth management, investment banking, capital markets, and banking services through a national financial advisor network, serving individual, high-net-worth, business owner, and institutional clients across the U.S., Canada, and the UK.
- Company typePublic
- Founded1962
- HeadquartersSt. Petersburg, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Raymond James Financial, Inc. does
Raymond James Financial, Inc. is a diversified financial services holding company founded in 1962 and headquartered in St. Petersburg, Florida. The firm operates through wholly-owned subsidiaries including Raymond James & Associates (NYSE/SIPC member), Raymond James Financial Services (FINRA/SIPC member), Raymond James Bank (FDIC member), Raymond James Trust, and Raymond James Ltd. (Canada), with additional investment banking presence in London. As of June 30, 2026, the firm reported $1.92 trillion in client assets under administration and 154 consecutive quarters of profitability since 1988, with capitalization maintained at 2x the regulatory minimum. It serves individual investors, high-net-worth clients, business owners and executives, athletes and entertainers, corporations, and financial institutions, primarily across the United States, Canada, and the United Kingdom.
The company's core offering is advisor-led wealth management delivered through a network of financial advisors operating under four affiliation models: Employee Advisor, Advisor Select, Independent Advisor, and Independent RIA. Product breadth spans wealth management, investment solutions (asset management, fixed income, equity research, mutual funds, ETFs, alternatives, private markets), financial and retirement planning, estate and trust services, banking and lending, insurance, and specialized services for business owners and athletes/entertainers. The institutional segment provides investment banking, capital markets, public finance, fixed income, and Raymond James Investment Management. Digital platforms include Client Access for account management, eFolio for portfolio management, and Goal Planning & Monitoring, supplemented by a Longevity Planning Resources ecosystem of partner services spanning legal, healthcare, identity protection, and caregiving.
Revenue is generated through fee-based advisory services, transaction commissions on securities and mutual funds, investment banking fees (M&A advisory, equity and debt underwriting), and interest and dividend income net of bank lending activity through Raymond James Bank. Client assets are served through a distributed, advisor-centric model rather than a direct digital channel, and the subsidiary structure (Bank, Trust, Ltd. Canada) supports vertically integrated banking, custody, and trust capabilities. The firm is publicly traded on the NYSE under ticker RJF.
Raymond James Financial, Inc. firmographics
Firmographics- Name
- Raymond James Financial, Inc.
- Legal name
- Raymond James Financial, Inc.
- Website
- https://raymondjames.com
- Company type
- Public
- Founded year
- 1962
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Raymond James Financial, Inc. is a diversified, publicly traded financial services firm offering wealth management, investment banking, capital markets, and banking services through a national financial advisor network, serving individual, high-net-worth, business owner, and institutional clients across the U.S., Canada, and the UK.
- Ownership category
- akta.pro rank
Raymond James Financial, Inc. industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Raymond James Financial, Inc. is headquartered
LocationHeadquarters
- HQ city
- St. Petersburg
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Raymond James Financial, Inc. business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management / Advisory Fees: Fee-based advisory services charged to individual clients for financial planning, investment management, and wealth advisory services. Revenue generated through financial advisors serving retail and high-net-worth clients.
- Commissions: Transaction-based commissions from securities trading, mutual funds, and other investment products purchased by clients through Raymond James advisors.
- Investment Banking: Fees from capital markets services including M&A advisory, equity and debt underwriting, and other corporate finance services for institutional clients.
- Interest and Dividend Income: Interest income generated through Raymond James Bank from lending activities and interest on client cash balances.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-Based Advisory Services - Pricing varies by service scope and client profile |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels7 records
Raymond James Financial, Inc. product offering
Product offeringCore offering
Raymond James Financial, Inc. is a diversified financial services holding company that provides wealth management, investment advisory, and retail brokerage services to individuals through a national network of financial advisors, and delivers investment banking, capital markets, public finance, and fixed income services to corporate, institutional, and government clients. The firm also operates Raymond James Bank for banking and lending and Raymond James Trust for estate and trust administration, supported by proprietary digital platforms including Client Access, eFolio, and Goal Planning & Monitoring.
Product overview
Raymond James Financial, Inc. is a diversified financial services company offering a comprehensive platform of wealth management, investment banking, and capital markets services. The core Wealth Management division provides personalized financial advisory services through dedicated advisors, supported by investment solutions (including Asset Management, Fixed Income, Equity Research, Mutual Funds, and Private Markets), Financial & Retirement Planning, Estate and Trust Services, Banking & Lending through Raymond James Bank, Insurance Solutions, and specialized Private Wealth Services for high-net-worth clients. For corporations and institutions, Raymond James offers Investment Banking (including M&A, Capital Markets, and Private Capital Advisory), Global Equities, Public Finance, Fixed Income Capital Markets, and Raymond James Investment Management. The firm operates through subsidiaries including Raymond James Bank (FDIC-insured), Raymond James Trust, and Raymond James & Associates. Digital platforms include Client Access (online account management), eFolio (portfolio management), and Goal Planning & Monitoring tools.
Differentiator
Problem solved
Functional benefit
Brands
- Raymond James & Associates: Core operating subsidiary providing wealth management and investment banking services
- Raymond James Financial Services, Inc.
- Raymond James Bank
- Raymond James Trust
- Raymond James Stadium
- Advisor Inclusion Networks
- eFolio
- eFolio Plus
- Raymond James Stadium
- Professional Partners Program
Products and services
- Wealth Management Comprehensive financial planning and investment management services for individual investors, including personalized advisor relationships, portfolio management, and financial guidance for major life milestones.
- Investment Solutions Full spectrum of investment products and services including Asset Management Services, Fixed Income, Equity Research, Mutual Funds, Closed-End Funds, Unit Investment Trusts, Convertible Securities, Options, Restricted Securities, and Private Markets and Alternatives for retail and institutional clients.
- Financial & Retirement Planning Planning services including Individual Retirement Accounts (IRAs), Retirement Planning Calculator, Owners-Only 401(k), Qualified Retirement Plans, Simplified Employee Pension Plans, and College Planning for individual investors and business owners.
- Estate, Charitable Giving & Trust Services Trust services through Raymond James Trust including estate planning, charitable giving strategies, trust management, and legacy planning tools for individuals, families, and high-net-worth clients.
- Banking & Lending Services Banking services through Raymond James Bank including Cash Management, Raymond James Bank Enhanced Savings Program, Capital Access with debit cards, Cash Sweeps, Credit Card, and Margin services for wealth management clients.
- Insurance Solutions Insurance products including life insurance, long-term care protection, and annuities designed to protect clients, families, and businesses.
- Institutional Services Full-service investment banking capabilities providing deep industry expertise for institutional clients.
- Private Wealth Services Services tailored for high-net-worth clients including investment management solutions, estate and charitable planning, lending and cash management, intergenerational wealth strategies, risk mitigation and management, and specialized services for athletes and entertainers.
- Business Owner Solutions Comprehensive services for business owners including succession and exit planning, employee benefits, risk management, and lending and liquidity solutions.
- Raymond James Bank FDIC-insured bank providing deposit services, lending solutions, and banking products for clients.
- Raymond James Trust Trust services company offering solutions and services for estate management, charitable giving, and trust administration.
- Raymond James Investment Management Investment management services for institutional clients.
- Global Equities & Investment Banking Capital markets services including equity capital markets, equity research, sales and trading, corporate and executive services, and corporate access for corporate and institutional clients.
- Public Finance Public finance services covering specialty areas including airports, healthcare, higher education, housing, K-12 schools, state and local government, student housing, transportation, and utilities.
- Fixed Income Capital Markets Fixed income services including institutional sales, trading, research and strategies, and RIA partnership group for institutional clients.
- Client Access Online account access portal providing up-to-date account information and secure 24/7 access to account data for Raymond James clients.
- eFolio Interactive portfolio management system allowing financial institutions and clients to interact with portfolios online including sorting, strategies, inventories, research, and swaps.
- Goal Planning & Monitoring Sophisticated wealth planning tool that shows the full financial picture including specific goals, investment strategy, risk tolerance, spending and saving rates, and probability of achieving goals.
Quantifiable outcome
- $1.92 trillion in client assets under administration
- +2 more outcomes
Companies that use Raymond James Financial, Inc.
Customer profileSegments6 records
Ideal customer profiles6 records
Raymond James Financial, Inc. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature3 records
Raymond James Financial, Inc. partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered minor.
- ARAG (Legal Now)minorARAG provides legal services and estate planning document creation through the Longevity Planning Resources program. Raymond James advisors can connect clients with ARAG for tailored legal advice and document preparation.
- EverSafeminorEverSafe provides identity theft and fraud protection services through proprietary algorithms monitoring accounts for unusual activity. Offered as part of longevity planning protection services.
- ChapterminorChapter provides Medicare plan comparison and enrollment services through unbiased licensed advisors. Raymond James receives one-time referral fee for each Medicare application submitted.
- ClearMatchminorClearMatch provides Medicare plan comparison services to help clients maximize benefits and minimize healthcare costs. Raymond James receives one-time referral fee for applications submitted.
- Broadspire Care ManagementminorBroadspire provides care management services including home assessments, aging-in-place strategies, and care facility referrals as part of longevity planning resources.
- PinnacleCareminorPinnacleCare provides concierge health services including medical appointment scheduling, treatment options, and second opinions from top specialists across the country.
- CariloopminorCariloop provides caregiver support services including personalized guidance, expert support, and digital tools to help families make informed care decisions.
- EverplansminorEverplans provides online document organization services enabling clients to securely store and share important documents, wills, and family information with loved ones.
- StrideminorStride provides pre-Medicare health insurance support for clients under 65, offered in partnership with Chapter as part of comprehensive healthcare planning resources.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Raymond James Financial, Inc. competitors and assessment
Company assessmentBroad incumbents
- Morgan Stanley: Global investment bank and wealth manager with a large financial advisor network and ~$6.5T+ in client assets. Most comparable in scale and advisor-led wealth model, while also offering institutional investment banking like Raymond James.
- Charles Schwab: Large diversified wealth manager with both self-directed and advisor-led channels. Comparable in the mass-affluent and retail wealth management space, though more digital/brokerage-centric than Raymond James' human-advisor model.
- Wells Fargo Advisors: Wirehouse wealth management arm of Wells Fargo serving mass-affluent and HNW clients. Comparable in target segments and product breadth, though embedded within a universal bank subject to broader regulatory scrutiny.
- RBC Wealth Management: Wealth and investment banking arm of Royal Bank of Canada with US and international presence. Comparable on cross-border wealth management and advisor-led model, supporting similar client segments.
- UBS Group: Global wealth manager (largest globally by AUM) and investment bank. Comparable in HNW/private wealth and institutional investment banking, though with a much more international footprint and larger scale.
- Bank of America Private Bank: Private banking and wealth arm of Bank of America serving HNW and ultra-HNW clients. Comparable in HNW wealth management and integration with a banking platform, though distribution is via the broader Bank of America branch and advisor network.
Direct peers
- Ameriprise Financial: Diversified financial services firm with an extensive independent advisor network (10,000+), wealth management, asset management, and insurance solutions. Closely mirrors Raymond James' advisor-centric, multi-affiliation model and product breadth.
- Edward Jones: National financial advisory firm with a large branch-based advisor network focused on individual investors and retirement planning. Similar target segments and one-to-one advisor relationship model, though with a more limited product set and no investment banking.
- Stifel Financial: Wealth management and investment banking firm with an advisor network and full-service capital markets. Closely comparable in the dual wealth + investment banking model, though smaller scale than Raymond James.
- LPL Financial: Largest independent broker-dealer in the US, supporting ~22,000 financial advisors. Closely comparable to Raymond James on the independent advisor / RIA channel dimension and on advisor recruiting economics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Raymond James Financial, Inc. social profiles
Digital presenceRaymond James Financial, Inc. compliance and trust
Trust signalCompliance3 records
Raymond James Financial, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Raymond James Financial, Inc. leadership team
Management profileNumber of profiles
Profiles4 records
Raymond James Financial, Inc. subsidiaries and ownership
Company hierarchySubsidiaries6 records
Raymond James Financial, Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Raymond James Financial, Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Raymond James Financial, Inc.
What does Raymond James Financial, Inc. do?
Raymond James Financial, Inc. is a diversified financial services holding company that provides wealth management, investment advisory, and retail brokerage services to individuals through a national network of financial advisors, and delivers investment banking, capital markets, public finance, and fixed income services to corporate, institutional, and government clients. The firm also operates Raymond James Bank for banking and lending and Raymond James Trust for estate and trust administration, supported by proprietary digital platforms including Client Access, eFolio, and Goal Planning & Monitoring.
Is Raymond James Financial, Inc. a public or private company?
Raymond James Financial, Inc. is a public company. It is classified as public and is currently operating.
When was Raymond James Financial, Inc. founded?
Raymond James Financial, Inc. was founded in 1962. It employs 1 to 10 people.
Where is Raymond James Financial, Inc. based?
Raymond James Financial, Inc. is headquartered in St. Petersburg, United States, in the North America region.
How does Raymond James Financial, Inc. make money?
Four revenue lines are on record. Wealth Management / Advisory Fees are the primary driver. The others are commissions, investment Banking and interest and Dividend Income.
Who are Raymond James Financial, Inc.'s main competitors?
Broad incumbents on record are Morgan Stanley, Charles Schwab, Wells Fargo Advisors, RBC Wealth Management, UBS Group and Bank of America Private Bank. Direct peers are Ameriprise Financial, Edward Jones, Stifel Financial and LPL Financial.
Does Raymond James Financial, Inc. have an API?
No public API is recorded for Raymond James Financial, Inc..
What industry is Raymond James Financial, Inc. in?
Raymond James Financial, Inc.'s product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.