Raymond James Financial Services Advisors, Inc

Overview

Raymond James Financial Services Advisors, Inc is an SEC registered investment adviser based in Saint Petersburg, FL, registered since 2008. It reports $39B in assets under management across 1,107,860 accounts, with 9,675 employees. It has 6,497 investment adviser representatives.

Reported AUM

$39B

Discretionary

44%

Accounts

1,107,860

Average account

$352K

Employees

9,675

Advisory reps

6,497

Registered since

2008

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 10

• Tashtego Spring Elwyn Director; Chairman of the Board, President, Chief Executive Officer CRD 2319098
• Scott Curtis President, Director CRD 1707935
• Philip Roger Martin Chief Compliance Officer CRD 2613565

7 more executive officers, with direct contact details

Advisory reps 3 of 6,497

• David John Aanderud Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6113667
• Lori Susan Abbazia Registered Rep · Investment Adviser Rep CRD 2495148
• Lawrence Arthur Abbiati Registered Rep · Investment Adviser Rep CRD 7761671

6,494 more advisory reps, with emails, phones and branch locations

Location

Headquarters

880 Carillon Pkwy
Saint Petersburg, FL 33716

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: raymondjames.com

Every state, with registration dates

Similar firms near Saint Petersburg

• Marlin Manager, LLCSaint Petersburg, FL$871M AUM
• Lighthouse FinancialSaint Petersburg, FL$756M AUM
• Client Focused FinancialSaint Petersburg, FL$69.5M AUM
• Live Oak Family Offices LlcSaint Petersburg, FL
• RPF CapitalSaint Petersburg, FL