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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

SAINT PETERSBURG, FL · CRD 149018 · IAPD ↗ · raymondjames.com · 727-567-3020

$390.04BRegulatory AUM
6024Advisory reps
9675Employees
5542Clients
More than 500Planning clients
0Private funds
53States
42Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
January 2026 — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC added office(s): 2552 -> 3629 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
January 2026 — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC grew from 5720 to 6024 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC shrank from 5773 to 5720 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
January 2025 — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC reported RAUM up 25% ($275.43B -> $344.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
October 2024 — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC's Item 11 disclosure-reporting entries rose by 1 (41 -> 42).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.