Best-in-State · rank 125 · Birmingham, Alabama · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates (high)
- “Raymond James & Associates” — forbes_shook
- Parent company — Raymond James Financial, Inc. (high)
- “Raymond James Financial, Inc.” — firm_official
- Firm type — wirehouse (high)
- “Raymond James & Associates is a full-service investment bank and brokerage” — firm_official
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Book of business
- Team AUM ($M) — 504 (high)
- “Team Assets (Custodied): $504M” — forbes_shook
- Account minimum ($M) — 0.1 (high)
- “Minimum account size for new business: $100K” — forbes_shook
- Typical client net worth ($M) — gap: unclear_definition
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- Custodians — not_applicable
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Positioning & marketing
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- Press awards — 2026 Forbes Best-in-State Wealth Advisors (Rank 125, Alabama) (high)
- “Rank 125, Year 2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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