Best-in-State · rank 94 · Huntsville, Alabama · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates (high)
- “firm: "Raymond James & Associates"” — forbes_shook
- Parent company — Raymond James Financial, Inc. (medium)
- “Raymond James & Associates is a subsidiary of Raymond James Financial, Inc.” — firm_official
- Firm type — wirehouse (high)
- “Raymond James & Associates” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_public
Book of business
- Team AUM ($M) — 3000 (high)
- “Team Assets (Custodied): $3B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 150 (high)
- “Typical Net Worth of Relationships: $5-300M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “firm_type: wirehouse” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — 2026 Forbes Top Wealth Advisors (#94) (high)
- “rank: 94, year: 2026” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “Raymond James & Associates brand identity” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search