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Raymond James Financial, Inc.: Business Overview, Financials & Competitive Analysis

Raymond James Financial, Inc. scores 8/10 on the AskCyborg Cyborg Score (Strong). Market-leading wealth platform with resilient fee-based revenue model, disciplined M&A strategy, and strong capital returns positioned for $20B+ net revenue by 2030. The firm maintains a strong financial position with a 24% total capital ratio, $3B in corporate cash, A-/A3 credit ratings, and 153 consecutive quarters of profitability.

What is Raymond James Financial, Inc.'s industry? Raymond James Financial, Inc. (raymondjames.com) operates in Investment Banking. AskCyborg classifies Raymond James Financial, Inc. under Investment Banking in its company registry.

Raymond James Financial is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities...

8/ 10Strong

Cyborg Score thesis

Market-leading wealth platform with resilient fee-based revenue model, disciplined M&A strategy, and strong capital returns...

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Industry Investment Banking
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 28, 2026
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What's in This Report
Raymond James Financial, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Raymond James Financial, Inc. Overview

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Raymond James Financial is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. As of May 2026, the firm has achieved record client assets under administration of $1.92 trillion, up 21% from May 2025. The company benefits from strong recurring revenue streams anchored in fee-based advisory services.

Strategic Profile

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Fee-based assets now represent 61% of total client assets, with a 16% five-year CAGR in fee-based accounts and 9,076 advisors as of March 2026, supporting recurring revenues and earnings consistency. Recent acquisitions including GreensLedge and Clark Capital enhance advisory and asset management capabilities. Technology and AI investments drive advisor productivity, efficiency, and client experience.

Competitive Landscape

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Raymond James operates as a diversified financial services company competing in wealth management, capital markets, asset management, and banking. Primary competitors include Ameriprise Financial, which offers similar wealth management and advisory services; Fidelity in asset management and brokerage; Morgan Stanley and Goldman Sachs in capital markets; and smaller regional competitors. Raymond James differentiates through its independent contractor advisor model, integrated lending platform, and client-first operational culture.

Industry Context

Raymond James Financial, Inc. operates in Investment Banking.

Key facts

Founded: 1983 · Headquarters: St. Petersburg, US · Employees: N/A · Revenue: $3.86B (Q2 2026) · Market cap: N/A

What the analysts stress-tested

The top findings that survived the multi-agent debate for Raymond James Financial, Inc..

  • (May 2026) Record $1.92T client assets under administration, up 21% YoY, driven by equity market appreciation and net asset inflows
  • (April 2026) Clark Capital acquisition ($37B AUM) and GreensLedge deal expand asset management and advisory capabilities in fee-based channels
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Recent developments

Material events tracked by the AskCyborg corpus.

  • May 2026Client assets reached $1.92T, up 21% YoY; fee-based assets grew 27% YoY to $1.16T in Private Client Group
  • April 2026Closed Clark Capital Management Group acquisition, adding $37B in assets under management and $49B total client assets
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Ameriprise FinancialDiversified financial services and wealth management→Morgan StanleyInvestment banking, capital markets, and wealth management→Goldman SachsInvestment banking, trading, and wealth management→Fidelity InvestmentsAsset management, brokerage, and wealth advisory→

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Industry context

Raymond James Financial, Inc. operates in Investment Banking. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Raymond James Financial, Inc. do?+
Raymond James Financial is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities...
What is Raymond James Financial, Inc.'s Cyborg Score?+
Raymond James Financial, Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Raymond James Financial, Inc.'s main competitors?+
Named competitors include Ameriprise Financial, Morgan Stanley, Goldman Sachs, Fidelity Investments. The full competitive landscape is in the AskCyborg report.
How can I get the full Raymond James Financial, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Raymond James Financial, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Investment Banking research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Morgan Stanley