Raymond James Financial is a diversified financial services firm providing investment advisory, securities brokerage, capital markets, asset management, and banking services to individuals, corporations, and municipalities. The firm operates through five segments: Private Client Group, Capital Markets, Asset Management, Bank, and Other. As of September 30, 2025, total client assets under administration in the Private Client Group segment were $1.67 trillion, of which $1.01 trillion were in fee-based accounts, supported by 8,943 affiliated financial advisors.
The firm operates predominantly in the United States with additional presence in Canada, the United Kingdom, and Europe. Financial advisors affiliate as employees, independent contractors, or through third-party registered investment advisors via the firm's AdvisorChoice model. Founded in 1962 and listed on the NYSE since 1983, RJF is regulated as a bank holding company and financial holding company by the Federal Reserve.
Asset Management And Related Administrative Fee Revenue 45% · Brokerage Revenue Securities Commissions 11% · Account And Service Fee Revenue 8% · Investment Banking Revenue 7% · …
product & service · FY2025 (ended Sep 2025) · share of tagged segment revenue (10-K XBRL, as filed)
