Raymond James Nov client assets record $1.60T, up 21% YoY; fee-based accounts +25%

RAYMOND JAMES FINANCIAL INC

Client assets under administration $1,599.7B, +21% YoY and +4% MoM on higher equity markets and net inflows.
Private Client Group fee-based accounts $896.1B, +25% YoY; financial AUM $251.7B, +20% YoY.
Bank loans net $46.6B, +6% YoY; domestic cash sweep and ESP $57.9B, +2% YoY, flat MoM.
Net inflows Q1-to-date impacted by departure of one large independent branch; investment banking pipeline healthy.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.