RJF on NYSE

Raymond James Financial

Logo: The original uploader was Lightningfan100 at English Wikipedia ., Public domain, via Wikimedia Commons6

American multinational independent investment bank and financial services company

Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida.3 It was founded by Robert James.1 Its revenue was $11.3 billion in 2022.1 Its shares trade on NYSE under the symbol RJF.1 Wikipedia text CC BY-SA 4.0

$156.69 down 0.68 (0.43%)Price as of Oct 16, 2026 at 19:58 UTC

Last updated Oct 21, 2026.

Overview

$15.9BRevenue, fiscal 20257
$2.1BNet income, fiscal 20257
1962Founded1

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  • TickerRJF on NYSE1
  • Industryinvestment1
  • HeadquartersSt. Petersburg1
  • Websitewww.raymondjames.com
  • Legal formS.A.1
  • Incorporated inFL8
  • Business address880 Carillon Pkwy, St Petersburg, Fl 337168
  • Filer categoryLarge accelerated filer8
  • LEIRGUZHJ05YTITL6D769494
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressC/O CT CORPORATION SYSTEM, 33324 Plantation, United States4
  • Registered withFlorida Division of Corporations, 4447504
RJFStPete
Photo: CC-BY-2.5, via Wikipedia18

Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

13.4%Net margin7
6.6%Revenue growth, 20257
17.1%Return on equity7
$2.2BFree cash flow7

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Asset Management And Related Administrative Fee Revenue brought in 47% of the revenue Raymond James Financial broke down this way in fiscal 2025.

  1. Asset Management And Related Administrative Fee Revenue$7.1B747%up 14% from 2024
  2. Brokerage Revenue, Securities Commissions$1.8B712%up 8% from 2024
  3. Account And Service Fee Revenue$1.3B78%down 4% from 2024
  4. Investment Banking Revenue$1.1B77%up 25% from 2024
  5. Equities, ETFs And Fixed Income Products$650.0M74%up 17% from 2024
  6. Investment Banking Revenue, Mergers And Acquisition And Advisory$623.0M74%up 20% from 2024
  7. Brokerage Revenue, Securities Commissions, Mutual And Other Fund Products$614.0M74%up 7% from 2024
  8. Mutual Fund And Other$530.0M74%up 13% from 2024
  9. Brokerage Revenue, Securities Commissions, Insurance And Annuity Products$511.0M73%down 2% from 2024
  10. Account And Service Fee Revenue, RJBDP Fees$486.0M73%down 20% from 2024
  11. Investment Banking Revenue, Debt Underwriting$261.0M72%up 55% from 2024
  12. Account And Service Fee Revenue, Client Account And Other Fees$246.0M72%up 4% from 2024
Products and services by year
Products and services202320242025
Asset Management And Related Administrative Fee Revenue$5.4B$6.2B$7.1B
Brokerage Revenue, Securities Commissions$1.5B$1.7B$1.8B
Account And Service Fee Revenue$1.1B$1.3B$1.3B
Investment Banking Revenue$648.0M$858.0M$1.1B
Equities, ETFs And Fixed Income Products$473.0M$557.0M$650.0M
Investment Banking Revenue, Mergers And Acquisition And Advisory$418.0M$521.0M$623.0M
Brokerage Revenue, Securities Commissions, Mutual And Other Fund Products$547.0M$575.0M$614.0M
Mutual Fund And Other$414.0M$470.0M$530.0M
Brokerage Revenue, Securities Commissions, Insurance And Annuity Products$439.0M$519.0M$511.0M
Account And Service Fee Revenue, RJBDP Fees$498.0M$607.0M$486.0M
Investment Banking Revenue, Debt Underwriting$110.0M$168.0M$261.0M
Account And Service Fee Revenue, Client Account And Other Fees$213.0M$237.0M$246.0M

Business segments

Private Client Group brought in 56% of the revenue Raymond James Financial broke down this way in fiscal 2025.

  1. Private Client Group$10.3B756%up 7% from 2024
  2. RJ Bank$3.4B718%down 5% from 2024
  3. Capital Markets$1.9B710%up 19% from 2024
  4. Bank$1.8B710%up 3% from 2024
  5. Asset Management$1.2B76%up 16% from 2024
Business segments by year
Business segments202320242025
Private Client Group$8.8B$9.6B$10.3B
RJ Bank$3.2B$3.6B$3.4B
Capital Markets$1.3B$1.6B$1.9B
Bank$2.0B$1.7B$1.8B
Asset Management$885.0M$1.0B$1.2B

Regions

United States brought in 92% of the revenue Raymond James Financial broke down this way in fiscal 2025.

  1. United States$12.9B792%up 10% from 2024
  2. Canada [member]$645.0M75%up 8% from 2024
  3. Europe$549.0M74%up 11% from 2024
Regions by year
Regions202320242025
United States$10.6B$11.7B$12.9B
Canada [member]$563.0M$599.0M$645.0M
Europe$447.0M$494.0M$549.0M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs83¢$13.2B
  • Income tax4¢$579.0M
  • Profit13¢$2.1B

Out of $15.9B in revenue.7

Where each dollar of operating cash went, fiscal 2025

  • Capital spending8¢$188.0M
  • Kept or used elsewhere92¢$2.2B

Out of $2.4B of cash from operations.7

Financial statements

Revenue19202122237$15.9B in 2025+113% since 2018
0$5.0B$10.0B$15.0B$20.0B2018: $7.5B$7.5B20182019: $8.0B$8.0B2019+7%2020: $8.2B$8.2B2020+2%2021: $9.9B$9.9B2021+21%2022: $11.3B$11.3B2022+14%2023: $13.0B$13.0B2023+15%2024: $14.9B$14.9B2024+15%2025: $15.9B$15.9B2025+7%
Net income19202122237$2.1B in 2025+149% since 2018
0$1.0B$2.0B$3.0B2018: $857.0M$857.0M20182019: $1.0B$1.0B2019+21%2020: $818.0M$818.0M2020−21%2021: $1.4B$1.4B2021+72%2022: $1.5B$1.5B2022+8%2023: $1.7B$1.7B2023+15%2024: $2.1B$2.1B2024+19%2025: $2.1B$2.1B2025+3%

Every line of the income statement as filed: the last 3 fiscal years, latest first.7

Period ending2025-09-302024-09-302023-09-30
Principal transactions$529.0M$492.0M$462.0M
Interest income$4.0B$4.2B$3.7B
Total revenues$15.9B$14.9B$13.0B
Interest expense-$1.8B-$2.1B-$1.4B
Net revenues$14.1B$12.8B$11.6B
Compensation, commissions and benefits$9.1B$8.2B$7.3B
Communications and information processing$752.0M$662.0M$599.0M
Occupancy and equipment$308.0M$296.0M$271.0M
Business development$291.0M$257.0M$242.0M
Investment sub-advisory fees$223.0M$182.0M$151.0M
Professional fees$163.0M$150.0M$145.0M
Bank loan provision for credit losses$37.0M$45.0M$132.0M
Other$505.0M$373.0M$500.0M
Total non-compensation expenses$2.3B$2.0B$2.0B
Total non-interest expenses$11.4B$10.2B$9.3B
Pre-tax income$2.7B$2.6B$2.3B
Provision for income taxes$579.0M$575.0M$541.0M
Net income$2.1B$2.1B$1.7B
Preferred stock dividends$5.0M$5.0M$6.0M
Net income available to common shareholders, basic$2.1B$2.1B$1.7B
Net income available to common shareholders, diluted$2.1B$2.1B$1.7B
Earnings per common share basic (in usd per share)$10.53$9.94$8.16
Earnings per common share diluted (in usd per share)$10.30$9.70$7.97
Weighted-average common shares outstanding - basic (in shares)202.0M shares207.1M shares211.8M shares
Weighted-average common and common equivalents shares outstanding - diluted (in shares)206.6M shares212.3M shares216.9M shares
Available-for-sale securities$94.0M$457.0M-$40.0M
Currency translations, net of the impact of net investment hedges$12.0M$49.0M$50.0M
Cash flow hedges$0-$37.0M$1.0M
Total other comprehensive income, net of tax$106.0M$469.0M$11.0M
Total comprehensive income$2.2B$2.5B$1.8B

Compare Raymond James Financial with another company

Corporate structure

Raymond James Financial sits at the top of its group. 132 entities, 5 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Raymond James Financial

  • VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on Raymond James Financial, latest Apr 30, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on Raymond James Financial, latest Mar 27, 2026 (5 filings since Feb 10, 2022)
  • Wellington Management Company Filed SCHEDULE 13G/A on Raymond James Financial, latest Aug 12, 2025 (2 filings since Feb 8, 2024)
  • PRIMECAP MANAGEMENT CO/CA/ Filed SCHEDULE 13G/A on Raymond James Financial, latest May 13, 2025 (3 filings since Feb 9, 2023)
  • BlackRock Filed SC 13G/A on Raymond James Financial, latest Nov 12, 2024 (5 filings since Feb 1, 2022)
  • Thomas A. James Filed SC 13G/A on Raymond James Financial, latest Feb 14, 2024 (3 filings since Feb 11, 2022)
  • Raymond James Financial St. Petersburg, Florida, United States
    • CARILLON TOWER ADVISERS, INC. St. Petersburg, Florida, United States
      • Carillon Chartwell Small Cap Fund Fund · St. Petersburg, Florida, United States
      • Carillon ClariVest Capital Appreciation Fund Fund · St. Petersburg, Florida, United States
      • Carillon ClariVest International Stock Fund Fund · St. Petersburg, Florida, United States
      • Carillon Eagle Mid Cap Growth Fund Fund · St. Petersburg, Florida, United States
      • Carillon Eagle Small Cap Growth Fund Fund · St. Petersburg, Florida, United States
      • Carillon Scout Mid Cap Fund Fund · St. Petersburg, Florida, United States
      • RJ Chartwell Premium Income ETF Fund · St. Petersburg, Florida, United States
      • RJ Eagle GCM Dividend Select Income ETF Fund · St. Petersburg, Florida, United States
      • RJ Eagle Municipal Income ETF Fund · St. Petersburg, Florida, United States
      • RJ Eagle Vertical Income ETF Fund · St. Petersburg, Florida, United States
    • EAGLE ASSET MANAGEMENT INC St. Petersburg, Florida, United States
    • EXEMPT NOMINEES LTD London, United Kingdom
    • Raymond James Bank Saint Petersburg, Florida, United States
      • RAYMOND JAMES CANADIAN ACQUISITION, INC. Subsidiary · St. Petersburg, Florida, United States
      • RAYMOND JAMES CANADIAN HOLDINGS, LLC Subsidiary · St. Petersburg, Florida, United States
      • RAYMOND JAMES FINANCE COMPANY OF CANADA LTD. Subsidiary · Toronto, Ontario, Canada
    • RAYMOND JAMES FINANCIAL INTERNATIONAL LIMITED London, United Kingdom
    • Raymond James Financial Products, Inc. St. Petersburg, Florida, United States
    • RAYMOND JAMES LTD. Vancouver, British Columbia, Canada
    • RAYMOND JAMES WEALTH MANAGEMENT LIMITED London, United Kingdom
    • ROCK (NOMINEES) LIMITED London, United Kingdom
    • RAYMOND JAMES & ASSOCIATES Subsidiary · St. Petersburg, Florida, United States
    • Raymond James Financial Services Advisors, Inc. Subsidiary · St. Petersburg, Florida, United States
    • 740780 Carillon, LLC Subsidiary · Florida, United States
    • 800 Carillon, LLC Subsidiary · Florida, United States
    • Carillon Fund Distributors, Inc. Subsidiary · Florida, United States
    • Carillon Tower Advisers, Inc. d/b/a Raymond James Investment Management Subsidiary · Florida, United States
    • CDM Retirement Consultants, Inc. Subsidiary · Maryland, United States
    • Cebile Advisors Limited Subsidiary · United Kingdom
    • Chartwell Investment Partners, LLC Subsidiary · Chester, Pennsylvania, United States
      • Carillon Chartwell Mid Cap Value Fund Fund · Chester, Pennsylvania, United States
      • Carillon Chartwell Real Income Fund Fund · Chester, Pennsylvania, United States
      • Carillon Chartwell Short Duration High Yield Fund Fund · Chester, Pennsylvania, United States
      • Carillon Chartwell Small Cap Growth Fund Fund · Chester, Pennsylvania, United States
      • Carillon Chartwell Small Cap Value Fund Fund · Chester, Pennsylvania, United States
      • CARILLON SERIES TRUST Fund · Chester, Pennsylvania, United States
        • Carillon ClariVest International Fund Fund · St. Petersburg, Florida, United States
      • PEAR TREE QUALITY FUND Fund · Chester, Pennsylvania, United States
    • Chartwell TSC Securities Corp. Subsidiary · Pennsylvania, United States
    • ClariVest Asset Management LLC Subsidiary · Delaware, United States
    • Copper Acquisition Co. Subsidiary · Florida, United States
    • Cougar Global ETF Portfolio Management Inc. Subsidiary · Delaware, United States
    • Cougar Global Investments Limited Subsidiary · Toronto, Ontario, Canada
    • Everest Acquisition Co. Subsidiary · Florida, United States
    • Kaufmann and Goble Associates, Inc. Subsidiary · California, United States
    • and 76 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G; owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

What it owns

What Raymond James Financial reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$2.0B7 Sep 30, 2025$1.8B7 Sep 30, 2024+9.4%
Accumulated depreciation$1.3B7 Sep 30, 2025$1.2B7 Sep 30, 2024+11.6%
Property and equipment, net$670.0M7 Sep 30, 2025$635.0M7 Sep 30, 2024+5.5%
Operating-lease assets (leased space)$583.0M7 Sep 30, 2025$568.0M7 Sep 30, 2024+2.6%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$11.4B7 Sep 30, 2025$11.0B7 Sep 30, 2024+3.6%
Deposits held (banks)$58.9B7 Sep 30, 2025$56.0B7 Sep 30, 2024+5.2%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$1.5B7 Sep 30, 2025$1.5B7 Sep 30, 20240%
Intangible assets, net (excluding goodwill)$396.0M7 Sep 30, 2025$435.0M7 Sep 30, 2024−9.0%
Finite-lived intangibles, gross$612.0M7 Sep 30, 2025$615.0M7 Sep 30, 2024−0.5%
Accumulated amortization$216.0M7 Sep 30, 2025$180.0M7 Sep 30, 2024+20.0%
Finite-lived intangibles, net$339.0M7 Sep 30, 2025$378.0M23 Sep 30, 2024−10.3%

Properties, in its own words

We operate our business from our principal location in St. Petersburg, Florida in 1.25 million square feet of office space that we own in the Carillon Office Park. We conduct certain activities from our owned facility in Southfield, Michigan, comprising approximately 90,000 square feet, and operate a 40,000 square foot information technology data center primarily on land that we own in the Denver, Colorado area. Our owned locations and principal leases, identified below, support more than one of our business segments.

We lease the premises we occupy in other U.S. and foreign locations, including employee-based branch office operations. Leases for branch offices for independent contractors are the responsibility of the respective independent contractor financial advisors and are not included in the amounts listed below. Our leases contain various expiration dates through fiscal year 2036. Our principal leases are in the following locations:

The rest of Item 2

•We occupy leased space in major metropolitan areas throughout the U.S. which is used to provide services across our various businesses or in certain cases to provide corporate services outside of our principal location in St. Petersburg, Florida, including approximately 250,000 square feet in Memphis, 185,000 square feet in New York City, 90,000 square feet in Pittsburgh, 60,000 square feet in Chicago, 60,000 square feet in Houston, and 50,000 square feet in Boston;

•We occupy leased space of approximately 90,000 and 80,000 square feet in Toronto and Vancouver, respectively, along with other office and branch locations throughout Canada; and

•We occupy leased space of approximately 75,000 square feet in London, along with other office locations in the UK and Germany.

Additionally, we own approximately 65 acres of land located in Pasco County, Florida for potential development, as needed. We regularly monitor the facilities we own or occupy to ensure that they suit our needs. To the extent that they do not meet our needs, we will expand, contract or relocate, as necessary. See Notes 2 and 13 of the Notes to Consolidated Financial Statements of this Form 10-K for information regarding our lease obligations.

Item 2 of the 10-K filed Nov 25, 2025.28

The story

Founded by Robert James in 1962.1

Raymond James was founded in 1962 when St. Petersburg broker, Robert James, formed Robert A. James Investments. In 1964, it merged with Raymond & Associates, founded by Edward Raymond in 1963, to form Raymond James & Associates. Robert James' son, Tom James, joined in 1966 and assumed leadership of the firm in 1970. The firm planned to go public in 1969, but market conditions delayed its plan until 1983. Tom turned over the CEO's post to Paul Reilly in 2010, and his title as Chairman of the Board to Paul Reilly in 2016. He remains on the leadership team as Chairman Emeritus.

In 2012, the firm purchased the Canadian assets of Allied Irish Bank. In April 2012, they merged with Morgan Keegan & Company, creating one of the country's largest full-service wealth management and investment banking firms not headquartered in New York.

As of the fiscal quarter ending September 30, 2022, the firm had delivered 139 consecutive quarters of profitability. In June 2016, it was listed as a Fortune 500 company for the first time.

In September 2016, the firm announced its acquisition of Deutsche Bank Wealth Management's US private client services unit, Alex Brown & Sons.

In April 2017, the firm purchased Reams Asset Management from UMB Financial Corporation. The purchase, which amounted to $172.5 million, included Scouts Investments.

As of September 30, 2022, Raymond James has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets under management are approximately $1.09 trillion.

In January 2026, it was announced Raymond James had agreed to acquire Clark Capital Management Group, a Philadelphia-based asset management firm with more than $46 billion in assets under management. The transaction, expected to be finalised by the third quarter of 2026 subject to regulatory approval, will see Clark Capital continue to operate under its own name as an independent boutique within Raymond James Investment Management, retaining its existing leadership, investment approach, and service model.

Current operations

Raymond James has four main lines of operation: private client group, capital markets (made up of equity and fixed income capital markets as well as public finance), asset management group (made up of asset management services and Carillon tower advisers) and banking.

From Wikipedia’s article on Raymond James Financial, shared under CC BY-SA 4.0.9

Leadership

Who has led Raymond James Financial, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (56)

Subsidiaries and ownership

Subsidiaries (GLEIF)

Also consolidated

Subsidiaries (Exhibit 21)

  • 740780 Carillon, LLC Florida10
  • 800 Carillon, LLC Florida10
  • CDM Retirement Consultants, Inc. Maryland10
  • Carillon Fund Distributors, Inc. Florida10
  • Carillon Tower Advisers, Inc. d/b/a Raymond James Investment Management Florida10
  • Cebile Advisors Limited United Kingdom10
  • Chartwell Investment Partners, LLC Pennsylvania10
  • Chartwell TSC Securities Corp. Pennsylvania10
  • ClariVest Asset Management LLC Delaware10
  • Copper Acquisition Co. Florida10
  • Cougar Global ETF Portfolio Management Inc. Delaware10
  • Cougar Global Investments Limited Ontario10
  • Eagle Asset Management, Inc. Florida10
  • Everest Acquisition Co. Florida10
  • Exempt Nominees LTD United Kingdom10
  • Kaufmann and Goble Associates, Inc. California10
  • MK Holding, Inc. Alabama10
  • Meadowood Asset Management, LLC Pennsylvania10
  • Morgan Keegan & Associates, LLC Delaware10
  • Morgan Keegan & Company, LLC Tennessee10
  • Morgan Properties, LLC Tennessee10
  • NWPS Actuary Services, Inc. California10
  • NWPS Holdings, Inc. Delaware10
  • Native American Housing Fund VI L.L.C. Delaware10
All 97 listed subsidiaries
  • Northwest Holdings, Inc. Delaware10
  • Northwest Investment Consulting, Inc. Washington10
  • RJ Capital Services, Inc. Delaware10
  • RJOZF 2 L.L.C. Florida10
  • RJTCF Disposition Corporation Florida10
  • RJTCF Disposition Fund L.L.C. Florida10
  • Raymond James & Associates, Inc. Florida10
  • Raymond James (USA) Ltd. Canada10
  • Raymond James Affordable Housing Fund 10 L.L.C. Delaware10
  • Raymond James Affordable Housing Fund 2 L.P. Delaware10
  • Raymond James Affordable Housing Fund 3 L.L.C. Delaware10
  • Raymond James Affordable Housing Fund 4 L.L.C. Delaware10
  • Raymond James Affordable Housing Fund 5 L.L.C. Delaware10
  • Raymond James Affordable Housing Fund 6 L.L.C. Delaware10
  • Raymond James Affordable Housing Fund 7 L.L.C. Delaware10
  • Raymond James Affordable Housing Fund 8 L.L.C.. Delaware10
  • Raymond James Affordable Housing Fund 9 L.L.C. Delaware10
  • Raymond James Affordable Housing Investments, Inc. Florida10
  • Raymond James Bank Florida10
  • Raymond James California Housing Opportunity Fund I L.L.C. California10
  • Raymond James Canada, LLC Florida10
  • Raymond James Canadian Acquisition, Inc. Florida10
  • Raymond James Canadian Holdings, LLC Florida10
  • Raymond James Capital Funding, Inc. Florida10
  • Raymond James Community Reinvestment Fund 1 L.L.C. Florida10
  • Raymond James Corporate Finance GmbH Germany10
  • Raymond James Corporate Finance SAS France10
  • Raymond James Development Tax Credit Fund L.L.C. Delaware10
  • Raymond James European Holdings, Inc. Florida10
  • Raymond James Finance Company of Canada Ltd. Canada10
  • Raymond James Financial Holdings UK Limited United Kingdom10
  • Raymond James Financial International Limited United Kingdom10
  • Raymond James Financial Management Ltd. Canada10
  • Raymond James Financial Planning Ltd. British Columbia10
  • Raymond James Financial Services Advisors, Inc. Florida10
  • Raymond James Financial Services, Inc. Florida10
  • Raymond James Global Holdings Limited United Kingdom10
  • Raymond James Insurance Group, Inc. Florida10
  • Raymond James International Canada, Inc. Florida10
  • Raymond James International Holdings, Inc. Florida10
  • Raymond James Investment Counsel Ltd. Canada10
  • Raymond James Investment Services Limited United Kingdom10
  • Raymond James Investments, LLC Florida10
  • Raymond James Ltd. Canada10
  • Raymond James Mortgage Company, Inc. Tennessee10
  • Raymond James Multifamily Finance, Inc. Florida10
  • Raymond James Native American Housing Opportunities Fund I L.L.C. (SERIES A) Delaware10
  • Raymond James Preservation Opportunities Fund XX L.L.C. Florida10
  • Raymond James Renewable Energy Investments, Inc. Florida10
  • Raymond James Structured Products, Inc. Delaware10
  • Raymond James Tax Credit Fund 33 L.L.C. Delaware10
  • Raymond James Tax Credit Fund 34 L.L.C. Delaware10
  • Raymond James Tax Credit Fund 35 L.L.C. Delaware10
  • Raymond James Tax Credit Fund 36 L.L.C. Florida10
  • Raymond James Tax Credit Fund 37 L.L.C. Florida10
  • Raymond James Tax Credit Fund 38 L.L.C. Florida10
  • Raymond James Tax Credit Fund XX L.L.C. Florida10
  • Raymond James Tax Credit Fund XXV-A L.L.C. Delaware10
  • Raymond James Trust Company of New Hampshire New Hampshire10
  • Raymond James Wealth Management Group Limited United Kingdom10
  • Raymond James Wealth Management Limited United Kingdom10
  • Raymond James Yatirim Menkul Kiymetler A.S. Turkey10
  • Rock (Nominees) Limited United Kingdom10
  • Scout Investments, Inc. Missouri10
  • Solus Trust Company Ontario10
  • SumRidge Partners, LLC Delaware10
  • TSC Equipment Finance LLC Pennsylvania10
  • The Producers Choice LLC Michigan10
  • Trautmann, Maher & Associates, Inc. Washington10
  • TriState Capital Bank Pennsylvania10
  • TriState Capital Holding Company, LLC Florida10
  • Value Partners, Inc. Florida10
  • Wiregrass Raymond James, LLC Florida10

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Sep 23, 20268-K Regulation FD disclosure111
  2. Sep 1, 20268-K Executive or director change; Regulation FD disclosure112
  3. Aug 19, 20268-K Regulation FD disclosure113
  4. Jul 22, 20268-K Results of operations114
  5. Jun 24, 20268-K Regulation FD disclosure115
  6. May 27, 20268-K Regulation FD disclosure116
  7. May 20, 20268-K Regulation FD disclosure117
  8. May 19, 20268-K Regulation FD disclosure118
  9. Apr 22, 20268-K Results of operations119
  10. Mar 25, 20268-K Regulation FD disclosure120
  11. Feb 23, 20268-K Shareholder vote; Regulation FD disclosure121
  12. Feb 18, 20268-K Regulation FD disclosure122
  13. Feb 24, 2025New chief executive Paul M. Shoukry becomes CEO29
  14. Nov 6, 2019New chief executive Tashtego S. Elwyn becomes CEO30
  15. Nov 12, 2010New chief executive Paul C. Reilly becomes CEO31
  16. Jan 9, 2009New chief executive Paul D. Allison becomes CEO32
  17. Jan 3, 2008New chief executive Steven M. Raney becomes CEO33
  18. Sep 22, 2006New chief executive Peter Bailey becomes CEO37
  19. Apr 20, 2006New chief executive Thomas A. James becomes CEO36
  20. Mar 31, 2006New chief executive Richard G. Averitt becomes CEO35
  21. Jan 31, 2006New chief executive Kenneth A. Shields becomes CEO34
  22. Jan 2, 1990Went public Listed on NYSE1
  23. 1962Founded Founded1

Calendar

Coming up

  1. Oct 28, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported $3.11 a share, on Oct 22, 2025.123

When it reported results

  1. Jul 22, 2026Reported quarterly or annual results114
  2. Apr 22, 2026Reported quarterly or annual results119
  3. Jan 28, 2026Reported quarterly or annual results124
  4. Oct 22, 2025Reported quarterly or annual results125
  5. Jul 23, 2025Reported quarterly or annual results126
  6. Apr 23, 2025Reported quarterly or annual results127
  7. Jan 29, 2025Reported quarterly or annual results128
  8. Oct 23, 2024Reported quarterly or annual results129

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

680 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 109 major events, 438 insider forms, 19 large holders, 94 other. The latest 20:

  1. Sep 23, 20268-K EDGAR
  2. Sep 1, 20268-K EDGAR
  3. Aug 31, 20264 EDGAR
  4. Aug 28, 2026144 EDGAR
  5. Aug 27, 20264 EDGAR
  6. Aug 20, 20264 EDGAR
  7. Aug 19, 20268-K EDGAR
  8. Aug 14, 202613F-HR EDGAR
  9. Aug 5, 202610-Q EDGAR
  10. Jul 29, 20264 EDGAR
  11. Jul 28, 2026144 EDGAR
  12. Jul 28, 20264 EDGAR
  13. Jul 27, 2026144 EDGAR
  14. Jul 22, 20268-K EDGAR
  15. Jun 26, 20263 EDGAR
  16. Jun 24, 20268-K EDGAR
  17. May 27, 20268-K EDGAR
  18. May 20, 20268-K EDGAR
  19. May 19, 20268-K EDGAR
  20. May 14, 2026S-8 EDGAR

The 680 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

45 open-market trades by officers, directors and large owners since October 2021: 1 buys and 44 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 28, 2026Allaire Bella LoykhterChief Admin OfficerSale7,500$177.60$1.3MForm 4
Jul 28, 2026Elwyn Tashtego SPresident, PCGSale10,000$176.06$1.8MForm 4
Jul 27, 2026Raney Steven MExecutive Chair RJBankSale5,770$172.97$998.0KForm 4
Mar 19, 2026Allaire Bella LoykhterChief Admin OfficerSale29,551$142.34$4.2MForm 4
Feb 4, 2026Santelli Jonathan NEVP, General CounselSale4,500$170.46$767.1KForm 4
Dec 15, 2025REILLY PAUL CExecutive ChairSale130,687$163.15$21.3MForm 4
May 29, 2025Allaire Bella LoykhterChief Admin OfficerSale6,570$146.61$963.2KForm 4
Apr 28, 2025Bunn James EPresident, Capital MarketsSale3,650$136.49$498.2KForm 4
Jan 31, 2025Santelli Jonathan NEVP, General CounselSale4,160$168.25$699.9KForm 4
Dec 13, 2024Elwyn Tashtego SPresident, PCGSale10,000$159.47$1.6MForm 4
Dec 5, 2024Santelli Jonathan NEVP, General CounselSale3,100$165.59$513.3KForm 4
Dec 4, 2024Reid Shannon BPresident, ICDSale1,241$165.30$205.1KForm 4
Dec 4, 2024Carter HoracePresident, Fixed IncomeSale5,000$165.03$825.1KForm 4
Dec 3, 2024Allaire Bella LoykhterChief Admin OfficerSale3,451$165.62$571.6KForm 4
Dec 3, 2024Larson Katherine HChief Accounting OfficerSale1,492$166.01$247.7KForm 4
Dec 2, 2024REILLY PAUL CExecutive ChairSale50,000$167.30$8.4MForm 4
Dec 2, 2024Raney Steven MExecutive Chair RJBankSale3,709$167.39$620.9KForm 4
Nov 29, 2024Raney Steven MExecutive Chair RJBankSale10,136$169.62$1.7MForm 4
Nov 29, 2024Allaire Bella LoykhterChief Admin OfficerSale1,170$169.43$198.2KForm 4
Aug 12, 2024Elwyn Tashtego SPresident, PCGSale31,277$109.64$3.4MForm 4

All 45 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Paul C. ReillyFormer Chief Executive Officer$604.2K$21.1M136
2025Paul M. ShoukryChief Executive Officer$645.8K$17.3M136
2025James E. BunnPresident of Capital Markets & Advisory$500.0K$8.3M136
2025Tashtego S. ElwynPresident of Private Client Group$500.0K$6.6M136
2025Scott A. CurtisChief Operating Officer$500.0K$5.9M136
2025Jonathan W. Oorlog, Jr.Chief Financial Officer$435.0K$3.3M136
2024Paul C. ReillyFormer Chief Executive Officer$750.0K$23.1M136
2024Paul M. ShoukryChief Executive Officer$500.0K$7.1M136
2024James E. BunnPresident of Capital Markets & Advisory$500.0K$6.7M136
2024Scott A. CurtisChief Operating Officer$500.0K$5.8M136
2024Tashtego S. ElwynPresident of Private Client Group$500.0K$5.6M136
2023Paul C. ReillyFormer Chief Executive Officer$750.0K$34.9M136
2023Scott A. CurtisChief Operating Officer$500.0K$10.4M136
2023Tashtego S. ElwynPresident of Private Client Group$500.0K$10.2M136
2023Paul M. ShoukryChief Executive Officer$500.0K$6.7M136
2023James E. BunnPresident of Capital Markets & Advisory$500.0K$6.3M136

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.14,343,870$2.2B0.0%+224,747
Vanguard Capital Management LLC11,237,644$1.7B0.0%−121,049
Wellington Management Group Llp9,446,121$1.4B0.2%−254,055
Primecap Management Co/ca/9,242,552$1.4B0.8%−104,620
Vanguard Portfolio Management LLC8,900,131$1.4B0.1%−162,158
State Street Corp7,889,824$1.2B0.0%+35,294
Geode Capital Management, LLC4,647,639$703.7M0.0%+10,477
Fmr LLC4,404,819$669.7M0.0%−1,441,624
Harris Associates L P3,693,787$561.6M0.7%+268,466
Jpmorgan Chase & Co2,711,675$404.3M0.0%−1,756,986
Dimensional Fund Advisors LP2,449,646$372.4M0.1%+50,008
Norges Bank2,432,562$369.8M0.0%New
Bank Of America Corp /de/2,371,847$360.6M0.0%−77,913
Victory Capital Management Inc2,328,700$354.0M0.2%−160,989
Morgan Stanley2,222,277$337.9M0.0%+72,429
Earnest Partners LLC2,203,294$335.0M1.2%−19,305
Goldman Sachs Group Inc2,121,458$322.5M0.0%+595,360
Invesco Ltd.2,049,456$311.6M0.0%−100,425
Northern Trust Corp1,929,515$293.3M0.0%+989
Massachusetts Financial Services Co /ma/1,896,135$290.0M0.1%+17,592
First Trust Advisors LP1,887,400$286.9M0.2%−572,088
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,502,772$228.5M0.0%+83,031
Citigroup Inc1,311,746$199.4M0.1%+336,822
Bank of New York Mellon Corp1,198,803$182.3M0.0%−41,966
Legal & General Group Plc1,195,891$181.8M0.0%−28

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

4 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Apr 7, 2025Julie JohnsonDemocratic, HouseSale$1,001 - $15,000+27.1%Report
Jul 14, 2023Jared MoskowitzDemocratic, HouseSale$100,001 - $250,000+22.1%Report
Mar 6, 2023Daniel S. GoldmanDemocratic, HouseSale$15,001 - $50,000+43.8%Report
Jan 31, 2023Daniel S. GoldmanDemocratic, HouseBuy$15,001 - $50,000−50.3%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Raymond James Financial is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARRAYMOND JAMES FINANCIAL INC2
  • CIK0000720005
  • Employer ID (EIN)59-151748528
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company28
  • Incorporated inFlorida28
  • Fiscal year endsSeptember 302
  • Industry code (SIC)6211 Security Brokers, Dealers & Flotation Companies2
  • SEC reviewing officeOffice of Finance, Division of Corporation Finance2
  • Business address880 Carillon Pkwy, St Petersburg, FL 337162
  • Mailing address880 Carillon Pkwy, St. Petersburg, FL 337162
  • Phone727-567-10002
  • Shares outstanding192,361,711 as of Aug 3, 202626
  • Public float$28.1B as of Mar 31, 202528
  • AuditorKPMG LLP, New York, New York PCAOB ID 185; it also attests to the company’s internal control over financial reporting28
  • On EDGAR sinceFeb 13, 19952
  • Filings3,438 in all: 4 (2,077), 8-K (547), 5 (244), 10-Q (96), 3 (50), SC 13G/A (47), DEF 14A (39), 4/A (36)2
    All 49 form types

    144 (32), DEFA14A (32), 10-K (31), UPLOAD (29), CORRESP (22), S-8 (18), S-8 POS (17), ARS (13), 424B2 (10), 424B5 (9), 8-K/A (9), FWP (9), SC 13G (9), 13F-HR (7), S-3ASR (6), 425 (5), 10-K/A (4), 10-Q/A (3), 25-NSE (3), 3/A (3), 5/A (3), SCHEDULE 13G/A (3), 13F-HR/A (2), 144/A (2), 424B4 (2), 8-A12B (2), PRE 14A (2), SC 13D (2), 40-6B/A (1), 424B3 (1), CERT (1), CERTNYS (1), DEFR14A (1), EFFECT (1), MA-I (1), MA-I/A (1), PREM14A (1), S-3 (1), S-4 (1), S-4/A (1), SCHEDULE 13G (1)

  • Latest filingsAnnual report (10-K) Nov 25, 2025
    Quarterly report (10-Q) Aug 5, 2026
    Proxy statement (DEF 14A) Jan 7, 2026
    Latest 8-K (8-K) Sep 23, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock, $.01 par valueRJFNew York Stock Exchange
Depositary Shares, Each Representing a 1/40th Interest in a Share of 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred StockRJF PrBNew York Stock Exchange

From the cover page of the 10-K filed Nov 25, 2025 (Section 12(b) of the Exchange Act).28

Risk factors and legal proceedings

The risks Raymond James Financial names in Item 1A of its 10-K filed Nov 25, 2025: 28 risks under these headings, as written.28

  • RISKS RELATED TO OUR BUSINESS AND INDUSTRY
  • Damage to our reputation could damage our businesses.
  • Any cyber-attack or other security breach of our technology systems, or those of our clients or other third parties we rely on, could subject us to significant liability and harm our reputation.
  • Lack of funding, liquidity, or access to capital could impair our business and financial condition.
  • Significant volatility in our clients’ cash sweep and bank deposit balances and higher costs in sourcing such balances could negatively affect our net revenues, our Bank segment’s growth, and our regulatory capital ratios.
  • We are exposed to litigation and regulatory investigations and proceedings, which could materially and adversely impact our business operations and prospects.
  • Our business is sensitive to domestic and international macroeconomic conditions caused by political and geopolitical developments, fiscal, monetary, and tax policies, regulations, and other domestic or international events.
  • Our ability to attract and retain senior professionals, qualified financial advisors and other associates is critical to the continued success of our business.
  • We are exposed to credit risk.
  • We are exposed to market risk, including interest rate risk.
  • Our business depends on fees generated from the distribution of financial products, fees earned from the management of client accounts, and other asset management fees.
  • Our underwriting, market-making, trading, lending, and other business activities place our capital at risk.
The other 17 risks
  • A continued interruption to our telecommunications or data processing systems, or the failure to effectively update the technology we utilize could be materially adverse to our business.
  • The soundness of other financial institutions and intermediaries affects us.
  • Our risk management and conflicts of interest policies and procedures may leave us exposed to unidentified or unanticipated risk.
  • We face intense competition and pricing pressures and may not be able to keep pace with technological change.
  • A downgrade in our credit ratings could have a material adverse effect on our operations, earnings, and financial condition.
  • Business growth, including through acquisitions, could increase costs and regulatory and integration risks.
  • Associate misconduct, which is difficult to detect and deter, could harm us by impairing our ability to attract and retain clients and subject us to significant legal liability and reputational harm.
  • Our operations could be adversely affected by serious weather conditions.
  • We are subject to risks relating to environmental, social, and governance matters that could adversely affect our reputation, business, financial condition, and results of operations, as well as the price of our common and preferred stock.
  • The preparation of the consolidated financial statements requires the use of estimates that may vary from actual results.
  • We are exposed to risks related to our insurance programs.
  • RISKS RELATED TO OUR REGULATORY ENVIRONMENT
  • Financial services firms are highly regulated and are subject to new and proposed regulations, all of which may increase our risk of financial liability and reputational harm resulting from adverse regulatory actions.
  • Continued asset growth may result in changes to our status with respect to existing regulations as well as increased oversight, which will result in additional capital and other financial requirements and may increase our compliance costs.
  • Changes in requirements relating to the standard of care for broker-dealers have increased, and may continue to increase, our costs.
  • Failure to comply with regulatory capital requirements primarily applicable to RJF, Raymond James Bank, TriState Capital Bank or our broker-dealer subsidiaries would significantly harm our business.
  • The Basel III regulatory capital standards impose capital and other requirements on us that could negatively impact our profitability.
  • As a financial holding company, RJF’s liquidity depends on payments from its subsidiaries, which may be subject to regulatory restrictions.

Legal proceedings

In the normal course of our business, we have been named, from time to time, as a defendant in various legal actions, including arbitrations, class actions and other litigation, arising in connection with our activities as a diversified financial services institution.

RJF and certain of its subsidiaries are subject to regular reviews and inspections by regulatory authorities and SROs. Reviews can result in the imposition of sanctions for regulatory violations, ranging from non-monetary censures to fines and, in serious cases, temporary or permanent suspension from conducting business, or limitations on certain business activities. In addition, regulatory agencies and SROs institute investigations from time to time into industry practices, among other things, which can also result in the imposition of such sanctions.

We may contest liability and/or the amount of damages, as appropriate, in each pending matter. The level of litigation and investigatory activity (both formal and informal) by government and self-regulatory agencies in the financial services industry continues to be significant. There can be no assurance that material losses will not be incurred from claims that have not yet been asserted or are not yet determined to be material.

The opening of Item 3, Legal Proceedings.28

Sources

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