Raymond James
$1.0T reported client assets across 316 advisory firms in FY2025 annual amendments
Reported client assets over time
$245B
$987B
2017
2025
Same-firm comparison: 271 firms that reported Raymond James in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 68 cohort firms, FY2018: 102 cohort firms, FY2019: 121 cohort firms, FY2020: 150 cohort firms, FY2021: 185 cohort firms, FY2022: 214 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | $458B | $501B | 91.5% | 12/23/2025 |
| Raymond James Financial Services Advisors, Inc | $366B | $390B | 93.7% | 12/23/2025 |
| Steward Partners Investment Advisory, Llc | $12.2B | $33.5B | 36.3% | 03/31/2026 |
| Capital Wealth Planning, Llc | $6.8B | $17.2B | 39.6% | 03/20/2026 |
| Kingsview Wealth Management, Llc | $6.3B | $9.0B | 70.4% | 03/30/2026 |
| Confluence Wealth Services, Inc. | $6.1B | $6.8B | 89.3% | 03/31/2026 |
| Newedge Advisors, Llc | $5.3B | $43.2B | 12.2% | 03/31/2026 |
| Level Four Advisory Services, Llc | $4.6B | $6.5B | 69.6% | 03/30/2026 |
| Klingman And Associates, Llc | $3.7B | $5.7B | 66.1% | 03/19/2026 |
| Mgo One Seven Llc | $3.6B | $7.7B | 46.1% | 04/01/2026 |
| Atlanta Consulting Group Advisors, Llc | $3.3B | $14.7B | 22.4% | 03/31/2026 |
| Parkway Advisors, L.P. | $3.0B | $4.1B | 71.6% | 03/13/2026 |
| Capitol Securities Management, Inc. | $2.2B | $2.2B | 100.0% | 03/31/2026 |
| Provenance Wealth Advisors, Llc | $2.0B | $4.4B | 46.0% | 01/09/2026 |
| Center For Financial Planning Inc | $2.0B | $2.0B | 100.0% | 03/24/2026 |
| One Way Holdings Llc | $1.8B | $1.8B | 100.0% | 03/18/2026 |
| First National Advisers, Llc | $1.7B | $7.4B | 23.1% | 03/19/2026 |
| Cpc Advisors, Llc | $1.7B | $1.7B | 100.0% | 04/30/2026 |
| Tandem Investment Advisors Inc | $1.6B | $3.5B | 46.2% | 03/22/2026 |
| The Gleason Group, Inc. | $1.6B | $1.6B | 98.1% | 03/30/2026 |
| Tulsa Wealth Advisors, Inc. | $1.5B | $1.5B | 100.0% | 03/09/2026 |
| The Nemes Rush Group, Llc | $1.5B | $1.6B | 94.3% | 03/25/2026 |
| Kingswood Wealth Advisors, Llc | $1.5B | $3.8B | 39.9% | 03/26/2026 |
| Putnam Investment Management, Llc | $1.5B | $117B | 1.3% | 12/24/2025 |
| E.S. Barr & Company | $1.4B | $2.2B | 61.6% | 03/30/2026 |
| Intellus Advisors, Llc | $1.4B | $1.4B | 100.0% | 03/25/2026 |
| Rwwm, Inc. | $1.3B | $1.5B | 87.1% | 03/31/2026 |
| Keating Financial Advisory Services, Inc. | $1.3B | $1.5B | 91.5% | 03/30/2026 |
| Caliber Wealth Management, Llc | $1.3B | $1.8B | 75.0% | 03/24/2026 |
| New England Professional Planning Group Inc. | $1.3B | $1.3B | 100.0% | 03/26/2026 |
| Blue Chip Partners, Llc | $1.2B | $1.9B | 66.0% | 03/31/2026 |
| Parkway Wealth Management Group, Llc | $1.2B | $1.2B | 100.0% | 03/05/2026 |
| Barnes Pettey Financial Advisors, Llc | $1.1B | $1.3B | 85.7% | 03/19/2026 |
| Apollon Wealth Management, Llc | $1.1B | $11.6B | 9.7% | 03/31/2026 |
| Aspire Growth Partners Llc | $1.1B | $1.2B | 94.2% | 03/04/2026 |
| Level Four Capital Management | $1.0B | $1.4B | 75.7% | 03/30/2026 |
| Cofg Advisors, Llc | $1.0B | $1.2B | 86.5% | 02/18/2026 |
| Bass And Bell, Inc. | $1.0B | $1.0B | 99.7% | 03/25/2026 |
| Form Wealth Advisors, Llc | $1.0B | $1.1B | 95.3% | 03/11/2026 |
| Bearing Point Capital, Llc | $907M | $1.1B | 81.6% | 03/11/2026 |
| The Millstone Evans Group, Llc | $893M | $893M | 100.0% | 03/23/2026 |
| Tmb Capital Partners, Llc | $868M | $868M | 100.0% | 02/04/2026 |
| Carson Advisory, Inc. | $865M | $865M | 100.0% | 03/25/2026 |
| Atlas Wealth Llc | $844M | $873M | 96.7% | 03/09/2026 |
| Wealthshield Partners, Llc | $836M | $1.3B | 66.1% | 03/20/2026 |
| The High Net Worth Advisory Group, Llc | $835M | $862M | 96.9% | 01/22/2026 |
| Sovereign Financial Group, Inc. | $833M | $1.1B | 76.9% | 03/25/2026 |
| Magnolia Capital Advisors Llc | $820M | $1.7B | 48.5% | 03/06/2026 |
| Cullen Investment Group, Ltd. | $795M | $910M | 87.4% | 03/24/2026 |
| Stonebrook Private Llc | $794M | $937M | 84.8% | 02/17/2026 |
| Phoenix Wealth Advisors Inc. | $784M | $641M | 122.3% | 02/17/2026 |
| Forthright Wealth Management, Llc | $767M | $773M | 99.2% | 03/16/2026 |
| Wealth Management Partners, Llc | $764M | $794M | 96.3% | 02/03/2026 |
| Cfm Wealth Partners Llc | $739M | $886M | 83.4% | 03/04/2026 |
| Titleist Asset Management, Llc | $729M | $2.7B | 27.5% | 03/27/2026 |
| Meadow Creek Wealth Advisors, Llc | $728M | $728M | 100.0% | 02/12/2026 |
| Financial Insights Inc | $719M | $747M | 96.3% | 03/20/2026 |
| Navista Wealth Management, Inc. | $698M | $710M | 98.4% | 03/05/2026 |
| Uniting Wealth Partners Llc | $698M | $935M | 74.7% | 03/25/2026 |
| Lmg Wealth Partners, Llc | $681M | $681M | 100.0% | 02/10/2026 |
| The Wealth Group, Ltd | $677M | $711M | 95.2% | 01/14/2026 |
| Allen Wealth Management, Llc | $664M | $664M | 100.0% | 01/29/2026 |
| Mtm Investment Management, Llc | $659M | $678M | 97.2% | 03/30/2026 |
| Lake Street Private Wealth, Llc | $653M | $1.2B | 56.3% | 03/20/2026 |
| Early Mcclintic & Mcmillan, Llc | $652M | $652M | 100.0% | 03/30/2026 |
| Eagle Wealth Strategies, Llc | $648M | $654M | 99.1% | 02/13/2026 |
| One8 Zero8, Llc | $645M | $645M | 100.0% | 03/25/2026 |
| Central Valley Advisors, Llc | $634M | $634M | 100.0% | 02/05/2026 |
| Cardinal Strategic Wealth Guidance, Llc | $618M | $618M | 100.0% | 03/10/2026 |
| Vista Investment Partners Llc | $611M | $611M | 100.0% | 01/26/2026 |
| Kaydan Wealth Management, Inc. | $611M | $727M | 84.0% | 02/25/2026 |
| Saxon Interests, Inc. | $608M | $679M | 89.5% | 03/11/2026 |
| Stuart Investment Advisors, Inc. | $607M | $631M | 96.3% | 03/12/2026 |
| Heritage Wealth Management Inc. | $605M | $605M | 100.0% | 03/17/2026 |
| Scissortail Wealth Management, Llc | $588M | $568M | 103.4% | 04/30/2026 |
| Kennedy Investment Group, Inc. | $585M | $633M | 92.3% | 02/06/2026 |
| Comprehensive Financial Consultants Institutional, Inc. | $584M | $596M | 98.0% | 02/18/2026 |
| Maseco Llp | $580M | $3.8B | 15.1% | 06/19/2025 |
| Harrell Investment Partners, Llc | $572M | $662M | 86.3% | 02/17/2026 |
| Gilliland Jeter Wealth Management, Llc | $569M | $569M | 100.0% | 02/27/2026 |
| Meridian Wealth Advisors, Llc | $568M | $1.7B | 32.7% | 03/31/2026 |
| Tamarisk Financial, Llc | $556M | $781M | 71.1% | 02/12/2026 |
| Peterson Wealth Services Inc. | $529M | $529M | 100.0% | 03/02/2026 |
| Reliant Wealth Planning, Llc | $521M | $595M | 87.5% | 03/31/2026 |
| Peak Planning Group, Llc | $514M | $710M | 72.4% | 03/16/2026 |
| Uhler Vertich White Advisors, Llc | $514M | $514M | 100.0% | 03/19/2026 |
| Beam Wealth Advisors, Inc. | $513M | $1.6B | 32.1% | 03/31/2026 |
| Bellars Harris Wealth Management, Llc | $505M | $505M | 100.0% | 03/10/2026 |
| Master's Wealth Management Inc. | $500M | $590M | 84.8% | 03/06/2026 |
| Elevation Point Wealth Partners, Llc | $498M | $6.3B | 7.9% | 03/31/2026 |
| Allred Capital Management, Llc | $493M | $493M | 100.0% | 03/17/2026 |
| Ccm Partners, Lp | $491M | $6.5B | 7.5% | 03/31/2026 |
| Kreitler Financial Llc | $489M | $585M | 83.5% | 03/11/2026 |
| Objectivity Squared, Llc | $488M | $488M | 100.0% | 03/05/2026 |
| Riverview Research, Llc | $487M | $991M | 49.1% | 03/06/2026 |
| Lebenthal Global Advisors, Llc | $486M | $972M | 50.1% | 03/10/2026 |
| Legacy Financial Independent Advisors Llc | $484M | $484M | 100.0% | 03/30/2026 |
| Z3 Capital Partners, Llc | $477M | $467M | 102.2% | 03/13/2026 |
| Lakeshore Financial Planning Inc. | $464M | $469M | 99.0% | 02/11/2026 |
| Pursuit Wealth Management, Llc | $457M | $457M | 100.0% | 01/28/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.