# Raymond James

> Raymond James Financial is a St. Petersburg, Florida-based diversified financial services firm built around independent financial advisors. Founded in 1962, it now oversees a record $1.92 trillion in client assets across wealth management, capital markets, asset management and banking, serving individual investors, corporations, institutions and municipalities through roughly 8,700 advisors and 25,000 associates worldwide.

- **Founded:** 1962
- **Headquarters:** St. Petersburg, Florida, United States
- **Founders:** Robert A. James (Founder (Robert A. James Investments, 1962)), Edward Raymond (Founder of Raymond & Associates (merged to form Raymond James & Associates))
- **Team size:** ~25,000 associates and ~8,700 financial advisors
- **Products:** Private Client Group (Wealth Management), Capital Markets, Asset Management, Raymond James Bank, Trust and Estate Services
- **Notable:** Record $1.92 trillion in client assets under administration as of June 2026 (up 17% year over year), Q3 fiscal 2026 net revenues of $3.93 billion and pre-tax income of $750 million, Record Private Client Group fee-based assets of $1.15 trillion (June 2026)

## Products & services

- **Private Client Group (Wealth Management)** — Financial planning, investment advice and brokerage delivered through roughly 8,700 financial advisors under employee, independent-contractor and RIA affiliation models.
- **Capital Markets** — Investment banking, equity and fixed income research, sales and trading, mergers and acquisitions advisory, and public finance / municipal bond underwriting for corporations, institutions and municipalities.
- **Asset Management** — Discretionary and non-discretionary portfolio management through Raymond James Investment Management and affiliated managers, plus fee-based advisory programs.
- **Raymond James Bank** — Deposit accounts, securities-based and residential lending, commercial and mortgage products complementing the wealth business.
- **Trust and Estate Services** — Trust administration, estate planning support and charitable giving solutions via Raymond James Trust.

## Achievements

- Record $1.92 trillion in client assets under administration as of June 2026 (up 17% year over year)
- Q3 fiscal 2026 net revenues of $3.93 billion and pre-tax income of $750 million
- Record Private Client Group fee-based assets of $1.15 trillion (June 2026)
- More than 60 years of operation with only four CEOs across its history
- Grew from a $14 million IPO in 1983 into a diversified financial firm with ~25,000 associates
- Naming-rights holder of Raymond James Stadium, home of the Tampa Bay Buccaneers

## Latest updates

- **2026-07** — Reported fiscal Q3 2026 results: net revenues of $3.93 billion, net income to common shareholders of $595 million ($3.01 diluted EPS), and record client assets under administration of $1.92 trillion.
- **2026-06** — Client assets under administration reached a record $1.92 trillion, up 17% over June 2025; PCG fee-based assets hit a record $1.15 trillion.
- **2026-01** — Completed the acquisition of Clark Capital, adding roughly $47 billion in combined assets under management and non-discretionary assets.
- **2025-02** — Paul Shoukry became CEO, succeeding Paul Reilly, who moved to executive chairman.

## Links

- Website: https://raymondjames.com
- LinkedIn: http://www.linkedin.com/company/raymond-james-financial-inc-
- Twitter/X: https://twitter.com/RaymondJames
- YouTube: https://www.youtube.com/user/RaymondJamesFinancial
- Instagram: https://www.instagram.com/raymondjames/
- Facebook: https://facebook.com/RaymondJames/

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Profile page: https://yespress.io/raymond-james
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Last updated: 2026-08-12