other material
confidence high
sentiment positive
materiality 0.50
Raymond James July 2026 client AUA record $1.93T, up 17% YoY
RAYMOND JAMES FINANCIAL INC
- Client assets under administration $1,927.7B, up 17% YoY and slightly from June's $1,922.4B.
- Private Client Group AUA $1,859.9B (+17% YoY); fee-based accounts $1,155.1B (+21% YoY).
- Financial assets under management $344.6B, up 30% YoY; bank loans $56.3B, up 13% YoY.
- Domestic cash sweep & Enhanced Savings balances $56.7B, up 3% YoY but down 4% MoM.