---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-25-000080"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2025-09-24T23:59:59+00:00"
generated_at: "2026-05-17T05:50:38.505620+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Raymond James reports record client assets under administration of $1.69T for August 2025

## Summary
- Client AUM hit $1.69T (record), up 10% YoY and 2% from July 2025, driven by equity markets and net inflows.
- Private Client Group AUM $1.626T (+10% YoY); fee-based accounts $978.9B (+14% YoY).
- Financial assets under management $270.0B (+12% YoY); bank loans net $50.2B (+10% YoY).
- Clients' domestic cash sweep and Enhanced Savings balances $54.2B, down 4% YoY and 1% sequentially.
- CEO cites strong advisor recruiting and robust investment banking pipeline.

## SEC filing metadata
- accession: 0000720005-25-000080
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2025-09-24T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000525000080/0000720005-25-000080-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000525000080/rjf-20250924.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-25-000080
- JSON: https://secwatch.observer/filing/0000720005-25-000080.json
- Plain text: https://secwatch.observer/filing/0000720005-25-000080.txt

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