Gunter Financial Services
Raymond James Financial (NYSE: RJF) is a diversified financial services firm founded in 1962 serving individual investors, corporations and institutions, and financial advisors through wealth management, investment banking, capital markets, banking, and trust services across the U.S. and Canada.
- Company typePublic
- Founded1962
- HeadquartersBelton, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Gunter Financial Services does
Raymond James Financial, Inc. is a diversified, publicly traded financial services firm (NYSE: RJF) headquartered in St. Petersburg, Florida, founded in 1962. It serves three primary constituencies: individual investors seeking wealth management, retirement, and estate planning; corporations and institutions requiring investment banking, capital markets, public finance, and research; and financial advisors seeking affiliation with a full-service platform. 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, Raymond James Investment Management, and Raymond James Ltd. (Canadian operations).
The product set is structured as a platform-plus-modules architecture. The core is Wealth Management, supported by Investment Solutions (asset management, fixed income, equity research, mutual funds, closed-end funds, unit investment trusts, convertibles, options, and private markets and alternatives), Financial and Retirement Planning, Estate and Trust Services (Raymond James Trust, Raymond James Charitable), Banking and Lending (Raymond James Bank), Insurance (Raymond James Insurance Group), and Private Wealth Services for high-net-worth clients. Institutional clients are served through Investment Banking (M&A, capital markets, private capital, private credit), Public Finance, Global Equities, and Fixed Income Capital Markets. Advisor affiliation is offered across Employee Advisor, Advisor Select, Independent Advisor, and Independent RIA and Custody models, backed by inclusion networks. Supporting digital tools include Client Access, eFolio, Commission Management, and Goal Planning and Monitoring, with an embedded ecosystem of third-party partnerships for Medicare, caregiving, fraud monitoring, and estate planning.
Raymond James earns revenue through a mix of recurring fee-based advisory income tied to assets under management, transaction-based investment banking and trading commissions, net interest income from the bank balance sheet, and managed services in trust and lending. Distribution is primarily direct-sales through financial advisors and institutional sales teams, with self-serve account access for existing clients. The firm reports $1.92 trillion in client assets as of June 30, 2026, claims 154 consecutive quarters of profitability since 1988, and maintains 2x the required regulatory capitalization, signaling a mature, stable, broker-dealer-led franchise.
Gunter Financial Services firmographics
Firmographics- Name
- Gunter Financial Services
- 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 (NYSE: RJF) is a diversified financial services firm founded in 1962 serving individual investors, corporations and institutions, and financial advisors through wealth management, investment banking, capital markets, banking, and trust services across the U.S. and Canada.
- Ownership category
- akta.pro rank
Gunter Financial Services industry classification
Industry- Product category
- Wealth Management & Investment Banking
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Financial Planning–Led RIAs (FSAAACAB), Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Gunter Financial Services is headquartered
LocationHeadquarters
- HQ city
- Belton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Gunter Financial Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Fees: Revenue generated through financial advisory services provided to individual clients, including investment management fees, financial planning fees, and advisory fees based on assets under management.
- Investment Banking Revenue: Fees from capital markets services including mergers and acquisitions advisory, equity capital markets, debt capital markets, and other corporate finance services.
- Trading and Commissions: Commissions and trading revenues from executing securities transactions for clients across equities, fixed income, and other financial instruments.
- Banking and Lending: Interest income and fees from Raymond James Bank, providing banking and lending services to clients including securities-based lending and commercial banking.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory accounts |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels6 records
Gunter Financial Services product offering
Product offeringCore offering
Gunter Financial Services, operating as Raymond James, delivers personalized wealth management and investment advisory services to individual clients through a national network of financial advisors, supported by banking, trust, insurance, and retirement planning products. For corporations and institutions, the firm provides investment banking, capital markets, public finance, equity research, and fixed income services through dedicated institutional sales teams. The combined platform spans wealth, banking, insurance, trust, and capital markets activities under one holding company.
Product overview
Raymond James Financial Services operates as a diversified financial services company with a platform-plus-modules architecture. The core offering is Wealth Management, which provides personalized financial planning and investment advisory services through a network of financial advisors. This core is supported by multiple integrated modules including Investment Solutions (asset management, fixed income, equity research, mutual funds, closed-end funds, unit investment trusts, convertible securities, options, and private markets), Financial and Retirement Planning (IRAs, 401(k) plans, retirement calculators, college planning), Estate and Charitable Giving (through Raymond James Trust and Raymond James Charitable), Banking and Lending (through Raymond James Bank including deposits, credit, and margin), Insurance Solutions (through Raymond James Insurance Group), and Private Wealth Services for high-net-worth clients. For corporations and institutions, the company offers Investment Banking (mergers and acquisitions, capital markets, private capital), Public Finance, Global Equities and Investment Banking, and Fixed Income Capital Markets. The company also provides advisor affiliation models (Employee Advisor, Advisor Select, Independent Advisor, Independent RIA) and inclusion networks. Supporting digital tools include Client Access (online account management), eFolio (portfolio management), and Commission Management. The firm also offers longevity planning resources integrating third-party services for Medicare planning, fraud protection (EverSafe), caregiving support (Cariloop, Broadspire), health advisory (PinnacleCare), and legacy planning (Everplans).
Differentiator
Problem solved
Functional benefit
Brands
- Raymond James Stadium: Named stadium property in Tampa, Florida associated with the company
- eFolio
- Raymond James Stadium
- Power of Personal
- Raymond James Trust
- Raymond James Insurance Group
Products and services
- Wealth Management Full-service wealth management platform providing personalized financial planning, investment management, and advisory services through a network of affiliated financial advisors for individual clients.
- Investment Banking Corporate investment banking services for corporations and institutions including mergers and acquisitions advisory, capital markets, capital structure advisory, private capital advisory, and private credit.
- Public Finance Public finance services covering specialty areas including airports, healthcare, higher education, housing, K-12 schools, state and local government, student housing, transportation, utilities, and USDA financing.
- Global Equities and Investment Banking Global equity research, sales and trading, corporate and executive services, and corporate access services for institutional clients.
- Fixed Income Capital Markets Fixed income services including institutional sales, trading, research and strategies, and the RIA partnership group.
- Raymond James Bank Deposit Program FDIC-insured deposit program enabling cash sweeps to Raymond James Bank with FDIC insurance coverage through the affiliated bank.
- Banking and Lending Services Banking services through Raymond James Bank including cash management, debit cards, cash sweeps, credit cards, margin lending, and capital access for clients.
- Insurance Solutions Insurance products including life insurance, long-term care protection, and annuities delivered through Raymond James Insurance Group.
- Raymond James Trust Trust company offering trust consultations, working with attorneys, Raymond James Charitable, and trust administration for estate and legacy planning clients.
- Raymond James Charitable Philanthropic vehicle enabling clients to support charitable causes while achieving tax planning objectives.
- Private Wealth Services High-net-worth services including investment management solutions, estate and charitable planning, lending and cash management, intergenerational wealth strategies, and risk mitigation.
- Raymond James Investment Management Investment management services for institutional clients delivered through the dedicated subsidiary.
- Retirement Plan Solutions for Businesses Business retirement plan services including plan sponsor and institutional investment advisor support.
- Depository Institution Services Services for banks and credit unions including fixed income capital markets, investment banking, equity sales and trading, wealth management, trust, and affordable housing investments.
- Affordable Housing Investments Tax credit and impact investment products supporting affordable housing development for institutional and qualified investors.
Quantifiable outcome
- $1.92 trillion in client assets as of June 30, 2026
- +1 more outcomes
Companies that use Gunter Financial Services
Customer profileSegments5 records
Ideal customer profiles5 records
Gunter Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
Gunter Financial Services partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered minor.
- ARAG (Legal Now)minorPartnership providing legal document preparation and estate planning legal advice services to clients through ARAG Legal Now platform. Raymond James does not receive referral fees for this partnership.
- EverSafeminorIdentity protection and fraud monitoring service partnership. EverSafe monitors accounts for unusual activity and alerts clients and designated trusted advocates to potential financial fraud.
- ChapterminorMedicare plan comparison and enrollment guidance partnership. Chapter provides unbiased guidance through licensed advisors to help clients maximize benefits and minimize healthcare costs. Raymond James receives a one-time referral fee for each Medicare application submitted.
- ClearMatchminorMedicare plan comparison service providing unbiased agents to help clients compare options and find cost-effective plans. Raymond James receives a one-time referral fee for each Medicare Advantage and Medicare Supplement application submitted.
- Broadspire Care ManagementminorCare management services partnership helping clients plan for housing and healthcare needs in retirement. Services include home assessments, care facilitation, and memory care facility referrals.
- PinnacleCareminorConcierge health service maintaining relationships with top-ranked medical centers. Helps clients source treatment options, schedule appointments, and seek second opinions from specialists.
- CariloopminorCaregiving support and guidance partnership providing personalized assistance, expert support, and digital tools for making informed care decisions for children, aging parents, or other family members.
- EverplansminorLegacy and estate document organization service. Everplans enables clients to organize important documents including wills, end-of-life wishes, and family information in a secure online database for sharing with family members.
- StrideminorPre-Medicare (under 65) health insurance support partnership working with Chapter to provide comprehensive healthcare coverage guidance for clients not yet eligible for Medicare.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Gunter Financial Services competitors and assessment
Company assessmentDirect peers
- Stifel Financial: Mid-sized US wealth management and investment bank with a national advisor network and institutional capital markets business. Comparable dual focus on advisor-led wealth and full-service investment banking.
- Edward Jones: Large US advisor-led wealth management firm with a primarily employee-advisor model focused on branch-based retail wealth. Comparable in advisor distribution philosophy and planning-led wealth offering, though narrower in investment banking.
- Ameriprise Financial: Large US diversified financial services firm with a national advisor-led wealth management franchise and asset management arm. Closely comparable in scale, advisor distribution model, and breadth of planning-led wealth offerings.
- Robert W. Baird: Privately held US financial services firm with advisor-led private wealth management and an investment banking / equity research franchise. Comparable mix of wealth, capital markets, and advisor relationships at similar mid-tier scale.
- LPL Financial: Leading independent broker-dealer and RIA custodian supporting thousands of affiliated financial advisors. Directly comparable independent advisor affiliation and RIA custody model that mirrors Raymond James's Independent Advisor and RIA Custody services.
Broad incumbents
- Fidelity Investments: Major US asset manager and brokerage with extensive retail wealth, workplace investing, and advisor custody businesses. Comparable in mutual fund, ETF, retirement, and brokerage offerings, but with a much larger direct-to-consumer orientation.
- Morgan Stanley Wealth Management: US wealth management franchise of a global bulge-bracket bank with massive AUM and advisor headcount. Overlaps heavily with Raymond James in advisor-led wealth and investment solutions, but at much larger scale and with greater international reach.
- Charles Schwab: One of the largest US retail brokerage and RIA custodians, with significant wealth management and asset management businesses. Comparable wealth and custody services but with a far larger, retail-driven scale and no traditional advisor-affiliation wholesale model.
- Goldman Sachs Wealth Management: Wealth and investment management division of a global bulge-bracket bank, with strong overlap in private wealth and capital markets. Comparable high-net-worth and institutional capabilities but with far broader global and bulge-bracket footprint.
- Wells Fargo Wealth & Investment Management: Wealth, brokerage, and retirement division of a major US bank with a large advisor network and significant AUM. Comparable in advisor-led wealth, banking, and trust services, but operating within a much larger diversified bank.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Gunter Financial Services social profiles
Digital presenceGunter Financial Services compliance and trust
Trust signalCompliance6 records
Gunter Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gunter Financial Services leadership team
Management profileNumber of profiles
Gunter Financial Services subsidiaries and ownership
Company hierarchySubsidiaries7 records
Gunter Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gunter Financial Services 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 Gunter Financial Services
What does Gunter Financial Services do?
Gunter Financial Services, operating as Raymond James, delivers personalized wealth management and investment advisory services to individual clients through a national network of financial advisors, supported by banking, trust, insurance, and retirement planning products. For corporations and institutions, the firm provides investment banking, capital markets, public finance, equity research, and fixed income services through dedicated institutional sales teams. The combined platform spans wealth, banking, insurance, trust, and capital markets activities under one holding company.
Is Gunter Financial Services a public or private company?
Gunter Financial Services is a public company. It is classified as public and is currently operating.
When was Gunter Financial Services founded?
Gunter Financial Services was founded in 1962. It employs 1 to 10 people.
Where is Gunter Financial Services based?
Gunter Financial Services is headquartered in Belton, United States, in the North America region.
How does Gunter Financial Services make money?
Four revenue lines are on record. Wealth Management Fees are the primary driver. The others are investment Banking Revenue, trading and Commissions and banking and Lending.
Who are Gunter Financial Services's main competitors?
Direct peers on record are Stifel Financial, Edward Jones, Ameriprise Financial, Robert W. Baird and LPL Financial. Broad incumbents are Fidelity Investments, Morgan Stanley Wealth Management, Charles Schwab, Goldman Sachs Wealth Management and Wells Fargo Wealth & Investment Management.
Does Gunter Financial Services have an API?
No public API is recorded for Gunter Financial Services.
What industry is Gunter Financial Services in?
Gunter Financial Services's product category is Wealth Management & Investment Banking. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.