RJF · Company KPIs
Raymond James (RJF) KPIs
Client assets under administration, PCG assets in fee-based accounts, Domestic PCG net new assets, Bank deposits. As reported in SEC filings, with the source line for each figure.
Client assets under administration
$1.94T at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $1.94T | Client assets under administration $ 1,730.6 $ 1,773.1 $ 1,762.9 $ 1,922.4 $ 1,935.3 12 % 1 %8-K filed 2026-10-28 |
| Jun 30, 2026 | $1.92T | Client assets under administration $ 1,637.1 $ 1,730.6 $ 1,773.1 $ 1,762.9 $ 1,922.4 17 % 9 %8-K filed 2026-07-22 |
| Mar 31, 2026 | $1.76T | Client assets under administration $ 1,535.9 $ 1,637.1 $ 1,730.6 $ 1,773.1 $ 1,762.9 15 % (1) %8-K filed 2026-04-22 |
| Dec 31, 2025 | $1.77T | Client assets under administration $ 1,557.5 $ 1,535.9 $ 1,637.1 $ 1,730.6 $ 1,773.1 14 % 2 %8-K filed 2026-01-28 |
| Sep 30, 2025 | $1.73T | Client assets under administration $ 1,571.1 $ 1,557.5 $ 1,535.9 $ 1,637.1 $ 1,730.6 10 % 6 %8-K filed 2025-10-22 |
| Jun 30, 2025 | $1.64T | Client assets under administration $ 1,571.1 $ 1,557.5 $ 1,535.9 $ 1,637.1 $ 1,730.6 10 % 6 %8-K filed 2025-10-22 |
| Mar 31, 2025 | $1.54T | Client assets under administration $ 1,571.1 $ 1,557.5 $ 1,535.9 $ 1,637.1 $ 1,730.6 10 % 6 %8-K filed 2025-10-22 |
| Dec 31, 2024 | $1.56T | Client assets under administration $ 1,571.1 $ 1,557.5 $ 1,535.9 $ 1,637.1 $ 1,730.6 10 % 6 %8-K filed 2025-10-22 |
PCG assets in fee-based accounts
$1.16T at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $1.16T | Private Client Group assets in fee-based accounts $ 1,008.1 $ 1,040.1 $ 1,043.2 $ 1,153.8 $ 1,163.0 15 % 1 %8-K filed 2026-10-28 |
| Jun 30, 2026 | $1.15T | Private Client Group assets in fee-based accounts $ 943.9 $ 1,008.1 $ 1,040.1 $ 1,043.2 $ 1,153.8 22 % 11 %8-K filed 2026-07-22 |
| Mar 31, 2026 | $1.04T | Private Client Group assets in fee-based accounts $ 872.8 $ 943.9 $ 1,008.1 $ 1,040.1 $ 1,043.2 20 % — %8-K filed 2026-04-22 |
| Dec 31, 2025 | $1.04T | Private Client Group assets in fee-based accounts $ 876.6 $ 872.8 $ 943.9 $ 1,008.1 $ 1,040.1 19 % 3 %8-K filed 2026-01-28 |
| Sep 30, 2025 | $1.01T | Private Client Group assets in fee-based accounts $ 875.2 $ 876.6 $ 872.8 $ 943.9 $ 1,008.1 15 % 7 %8-K filed 2025-10-22 |
| Jun 30, 2025 | $943.9B | Private Client Group assets in fee-based accounts $ 875.2 $ 876.6 $ 872.8 $ 943.9 $ 1,008.1 15 % 7 %8-K filed 2025-10-22 |
| Mar 31, 2025 | $872.8B | Private Client Group assets in fee-based accounts $ 875.2 $ 876.6 $ 872.8 $ 943.9 $ 1,008.1 15 % 7 %8-K filed 2025-10-22 |
| Dec 31, 2024 | $876.6B | Private Client Group assets in fee-based accounts $ 875.2 $ 876.6 $ 872.8 $ 943.9 $ 1,008.1 15 % 7 %8-K filed 2025-10-22 |
Domestic PCG net new assets
$22.84B for the period ended Sep 30, 2026
The company’s definition: Domestic Private Client Group net new assets represents domestic Private Client Group client inflows, including dividends and interest, less domestic Private Client Group client outflows, including commissions, advisory fees, and other fees.
Source
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $22.84B | Domestic Private Client Group net new assets $ 17,930 $ 30,828 $ 22,954 $ 21,692 $ 22,841 $ 52,431 $ 98,3158-K filed 2026-10-28 |
| Jun 30, 2026 | $21.69B | Domestic Private Client Group net new assets $ 11,651 $ 17,930 $ 30,828 $ 22,954 $ 21,692 $ 34,501 $ 75,4748-K filed 2026-07-22 |
| Mar 31, 2026 | $22.95B | Domestic Private Client Group net new assets $ 8,830 $ 11,651 $ 17,930 $ 30,828 $ 22,954 $ 22,850 $ 53,7828-K filed 2026-04-22 |
| Dec 31, 2025 | $30.83B | Domestic Private Client Group net new assets $ 14,020 $ 8,830 $ 11,651 $ 17,930 $ 30,8288-K filed 2026-01-28 |
| Sep 30, 2025 | $17.93B | Domestic Private Client Group net new assets $ 12,969 $ 14,020 $ 8,830 $ 11,651 $ 17,930 $ 60,709 $ 52,4318-K filed 2025-10-22 |
| Jun 30, 2025 | $11.65B | Domestic Private Client Group net new assets $ 12,969 $ 14,020 $ 8,830 $ 11,651 $ 17,930 $ 60,709 $ 52,4318-K filed 2025-10-22 |
| Mar 31, 2025 | $8.83B | Domestic Private Client Group net new assets $ 12,969 $ 14,020 $ 8,830 $ 11,651 $ 17,930 $ 60,709 $ 52,4318-K filed 2025-10-22 |
| Dec 31, 2024 | $14.02B | Domestic Private Client Group net new assets $ 12,969 $ 14,020 $ 8,830 $ 11,651 $ 17,930 $ 60,709 $ 52,4318-K filed 2025-10-22 |
Bank deposits
$63.3B at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $63.3B | Bank deposits $ 58.9 $ 60.2 $ 62.4 $ 63.3 $ 63.3 7 % — %8-K filed 2026-10-28 |
| Jun 30, 2026 | $63.3B | Bank deposits $ 57.2 $ 58.9 $ 60.2 $ 62.4 $ 63.3 11 % 1 %8-K filed 2026-07-22 |
| Mar 31, 2026 | $62.4B | Bank deposits $ 56.4 $ 57.2 $ 58.9 $ 60.2 $ 62.4 11 % 4 %8-K filed 2026-04-22 |
| Dec 31, 2025 | $60.2B | Bank deposits $ 55.9 $ 56.4 $ 57.2 $ 58.9 $ 60.2 8 % 2 %8-K filed 2026-01-28 |
| Sep 30, 2025 | $58.9B | Bank deposits $ 56.0 $ 55.9 $ 56.4 $ 57.2 $ 58.9 5 % 3 %8-K filed 2025-10-22 |
| Jun 30, 2025 | $57.2B | Bank deposits $ 56.0 $ 55.9 $ 56.4 $ 57.2 $ 58.9 5 % 3 %8-K filed 2025-10-22 |
| Mar 31, 2025 | $56.4B | Bank deposits $ 56.0 $ 55.9 $ 56.4 $ 57.2 $ 58.9 5 % 3 %8-K filed 2025-10-22 |
| Dec 31, 2024 | $55.9B | Bank deposits $ 56.0 $ 55.9 $ 56.4 $ 57.2 $ 58.9 5 % 3 %8-K filed 2025-10-22 |
Reading notes
Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.
This page shows the latest 8 periods of each metric.