---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-25-000075"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2025-08-20T23:59:59+00:00"
generated_at: "2026-05-17T11:18:03.098191+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Raymond James July 2025: record client assets $1.65T, fee-based accounts up 14% YoY

## Summary
- Client AUA $1,653.4B (+10% YoY, +1% seq); PCG AUA $1,591.8B.
- Private Client Group fee-based AUM $956.5B, up 14% YoY and 1% sequentially.
- Clients' domestic cash sweep & ESP balances $54.8B, down 2% YoY and 1% sequentially ($400M decline).
- Advisor recruiting robust; investment banking pipeline strong, notes CEO Paul Shoukry.

## SEC filing metadata
- accession: 0000720005-25-000075
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2025-08-20T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000525000075/0000720005-25-000075-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000525000075/rjf-20250820.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-25-000075
- JSON: https://secwatch.observer/filing/0000720005-25-000075.json
- Plain text: https://secwatch.observer/filing/0000720005-25-000075.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.