Best-in-State · rank 59 · Scottsdale, Arizona · 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 & Associates is a subsidiary of Raymond James Financial, Inc.” — firm_official
- Firm type — wirehouse (high)
- “Raymond James & Associates” — forbes_shook
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Book of business
- Team AUM ($M) — 730 (high)
- “Team Assets (Custodied): $730M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 20.5 (high)
- “Typical Net Worth of Relationships: $1-40M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Raymond James & Associates is a wirehouse broker-dealer” — firm_official
- Fee model — gap: not_public
Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026 (Rank 59) (high)
- “rank: 59, year: 2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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