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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

880 Carillon Parkway
Saint Petersburg, Florida 33716
Tel: 727-567-3020

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About RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC, formally registered with the SEC as RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. The firm was established in 12/23/2008. They have over 2553 offices throughout the country.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a Saint Petersburg, Florida based Financial Planning firm with nearly $344,868,106,925 assets under management, offering retirement planning & investment advisory services to 1030208 clients. The firm is staffed with 6727 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149018
SEC#801-69815
Assets Managed by Firm$344,868,106,925
No. of Clients1030208
No. of Advisors6727

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (PER PARTICIPANT (ERISA))

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (HOURLY & FIXED RATE CONSULTATIONS)

Firm Client Information

No. of ClientsAUM
Firm Total1030208$344,868,106,925
Individuals (other than high net worth individuals)388282$108,656,235,264
High net worth individuals78807$194,458,597,305
Pension and profit sharing plans8872$26,760,030,217
Charitable organizations131$339,260,865
Corporations or other businesses5241$13,813,340,213

More Retirement Planning firms in Saint Petersburg, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$433,814,330,581107002813966
CITADEL ADVISORS LLC
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Miami, FL, 33131
$397,045,307,119262932
GQG PARTNERS
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$120,567,542,959727189
CORIENT
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$118,191,936,09597020845
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$97,371,716,80438578

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