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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SAINT PETERSBURG, FL
727-567-3020
SEC #801-69815Total AUM
$390B
Employees
9,675Clients
508,439Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
880 CARILLON PARKWAY
SAINT PETERSBURG
FL 33716
United States
SAINT PETERSBURG
FL 33716
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
727-567-3020
Other Offices
3629
Financials
Total AUM
$390B
Accounts
1,107,860Discretionary
$171.7B
Accounts
457,420Non-Discretionary
$218.3B
Accounts
650,440
Clients
Individual Clients
402,577AUM
$115.3B
HNW Individual Clients
91,402AUM
$230.8B
Banking Clients
203AUM
$313.8M
Pension/Profit Sharing Plan Clients
8,500AUM
$27B
Charitable Organization Clients
107AUM
$343.8M
Government Entity Clients
22AUM
$95.4M
Insurance Company Clients
74AUM
$688M
Corporation or Business Clients
5,554AUM
$15.5B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY & FIXED RATE CONSULTATIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PER PARTICIPANT (ERISA)
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.