Name

The Granville Investment Group

Legal name

Raymond James Financial, Inc.

Website

https://raymondjames.com

Company type

Public

Founded year

1962

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

The Granville Investment Group is a US-based financial consultancy offering financial, retirement, education planning, and portfolio management services as part of the Raymond James platform, serving individual investors, high-net-worth families, business owners, and institutional clients through a 10,000+ employee network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Private Banking Philanthropy & Impact Advisory (FSABADAJ)

Keywords

• Wealth management services
• Financial planning
• Portfolio management
• Retirement planning
• Investment advisory

Headquarters

HQ city

Granville

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: Fee-based and commission-based investment management services provided through financial advisors, including asset management, financial planning, and portfolio management for individual clients
2. Investment Banking: Capital markets services including mergers & acquisitions, capital markets advisory, and underwriting for corporate and institutional clients
3. Fixed Income Trading: Trading and distribution of fixed income securities including municipal bonds, corporate bonds, and government securities
4. Insurance Products: Insurance solutions including life insurance, long-term care, and annuities offered through Raymond James Insurance Group
5. Banking Services: Banking and lending services through Raymond James Bank including cash management, securities-based lending, and deposit programs

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

The Granville Investment Group is a consultancy that offers financial planning, retirement planning, education planning, and portfolio management services. It operates as a branch of Raymond James, providing clients with personalized wealth management, investment advisory, and access to a broad platform of investment, banking, insurance, and trust solutions.

Product overview

Raymond James operates as a diversified financial services firm offering a comprehensive platform of wealth management, investment banking, and institutional services. The core product ecosystem includes Client Access (online account portal), eFolio (interactive portfolio management), Equity Research (covering nine industry sectors), and Commission Management (centralized trading accounts). The firm provides specialized service categories including Investment Solutions (asset management, fixed income, equities), Financial & Retirement Planning, Banking & Lending Services (via Raymond James Bank), Insurance Solutions, and Estate/Trust Services. Private Wealth Services serves high-net-worth clients with bespoke investment management and intergenerational wealth strategies. Longevity Planning Resources offers integrated planning tools including goal monitoring, legal services (ARAG), fraud protection (EverSafe), Medicare guidance (Chapter, ClearMatch), care management (Broadspire, PinnacleCare, Cariloop), and legacy planning (Everplans). Business Owner Solutions addresses succession planning, employee benefits, risk management, and specialized lending. Raymond James Bank provides deposit programs and lending services. Additional services include Affordable Housing Investments through tax credit programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Solutions Comprehensive investment services including asset management, fixed income strategies, equity research, mutual funds, closed-end funds, unit investment trusts, convertible securities, options, restricted securities, and private markets and alternatives for individual 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.
• Insurance Solutions Insurance products including life insurance selection, long-term care protection, and annuities for retirement offered through Raymond James Insurance Group.
• Banking & Lending Services Banking services including Raymond James Bank, Cash Management with Enhanced Savings Program, Capital Access with debit card, Cash Sweeps including Raymond James Bank Deposit Program, Credit Card, and Margin services for clients.
• Estate, Charitable Giving & Trust Services Estate planning services including wills, trusts, charitable giving strategies, and donor advised funds through Raymond James Trust and Raymond James Charitable for individual clients.
• Private Wealth Services Comprehensive wealth management services for high-net-worth clients including investment management, estate planning, lending, intergenerational wealth strategies, and risk management, with specialized capabilities for athletes and entertainers.
• Business Owner Solutions Comprehensive business owner services including succession and exit planning, personal estate planning, tax mitigation, employee benefits (retirement plans, executive benefits, stock plans), risk management, and lending & liquidity solutions.
• Affordable Housing Investments Tax credit and impact investment services for affordable housing projects.

Quantifiable outcome

• $1.92 trillion in client assets as of 6/30/2026
• +1 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered minor.

• EverSafeminorOthersPartnership with EverSafe for fraud monitoring services. EverSafe uses a proprietary algorithm to monitor accounts for unusual activity and sends alerts to clients and designated trusted advocates.
• ChapterminorOthersPartnership with Chapter for Medicare plan guidance. Chapter offers unbiased guidance through licensed advisors searching from over 24,000 plans, with assistance in enrollment and ongoing support.
• ClearMatchminorOthersPartnership with ClearMatch for Medicare plan comparison services. ClearMatch provides unbiased agents to help compare options and find cost-effective plans.
• Broadspire Care ManagementminorOthersPartnership with Broadspire for care management services. Broadspire Care Management provides dedicated care experts who can visit homes to assess needs and facilitate strategies for aging in place.
• PinnacleCareminorOthersPartnership with PinnacleCare for concierge health services. PinnacleCare maintains relationships with top-ranked medical centers and helps source treatment options, schedule appointments, and seek second opinions.
• CariloopminorOthersPartnership with Cariloop for caregiving support services. Cariloop provides personalized guidance, expert support, and digital tools for care decisions.
• EverplansminorOthersPartnership with Everplans for legacy planning. Everplans enables organizing and sharing important documents including wills, end-of-life wishes, and family information in a secure online database.
• ARAG Legal NowminorOthersPartnership with ARAG for legal services. ARAG Legal Now provides tailored legal advice and estate planning document creation.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Wells Fargo: Diversified financial services firm combining retail/commercial banking with a sizeable Wealth & Investment Management division serving HNW clients via financial advisors — directly comparable business mix and distribution model.
• RBC Wealth Management: Wealth management division of Royal Bank of Canada with a global advisor-led platform serving HNW clients; competes directly for cross-border HNW clients and advisor talent.
• LPL Financial: Largest independent broker-dealer in the US providing custody, technology, and clearing services to independent advisors; competes for advisor affiliations that Raymond James also targets.
• Ameriprise Financial: Diversified financial services company with a large advisor-led wealth management platform, insurance, banking, and asset management — similar product breadth and advisor distribution model.
• Stifel Financial: Diversified wealth management and investment banking firm with a similar advisor-recruitment growth strategy and full-service platform; competes for advisors and institutional mandates of comparable mid-market profile.
• Morgan Stanley: Global investment bank with a large wealth management division serving HNW and ultra-HNW individuals with advisor-led distribution, investment solutions, and capital markets services — directly comparable to Raymond James's wealth and institutional mix.
• Edward Jones: Advisor-led wealth management firm focused on mass-affluent and HNW individuals with a branch-based network model; competes directly for the same client segment and advisor talent pool as Raymond James.
• Bank of America (Merrill Lynch Wealth Management): Operates one of the largest advisor-based wealth management franchises globally alongside consumer banking and capital markets, competing head-to-head for HNW clients, advisors, and institutional mandates.

Broad incumbents

• Charles Schwab: Large incumbent offering wealth management, retail brokerage, and asset management with both advisor-led and self-directed channels; overlaps in client base and competes on price/technology.
• Fidelity Investments: Diversified asset manager, broker-dealer, and retirement services provider with HNW wealth management and institutional offerings; broad incumbent competing across multiple of Raymond James's segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/GIGAdvisors
• YouTubeyoutube.com/user/raymondjames
• Facebookfacebook.com/RaymondJames
• LinkedInlinkedin.com/company/raymond-james-financial-inc-
• Instagraminstagram.com/raymondjames

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Granville Investment Group