Best-in-State · rank 28 · Tuscaloosa, Alabama · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates (high)
- “Raymond James & Associates” — forbes_shook
- Parent company — RJ Corporation (Raymond James Financial) (high)
- “Raymond James & Associates is a subsidiary of Raymond James Financial, Inc.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Raymond James & Associates” — forbes_shook
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Book of business
- Team AUM ($M) — 490 (high)
- “Team Assets (Custodied): $490M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 14 (high)
- “Typical Net Worth of Relationships: $8-20M” — forbes_shook
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- Custodians — not_applicable (high)
- “Raymond James & Associates” — firm_official
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Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026 (rank 28) (high)
- “America's Top Wealth Advisors 2026” — forbes_shook
Visual brand
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