Raymond James Financial Reports Record $1.69 Trillion in Client Assets

By Philip Seaworth • Thursday, September 25 10:27 • Permanent Link

Raymond James Financial, Inc. (NYSE: RJF) has reported its operating data for August 2025, revealing key performance metrics and developments. The most notable highlights include a 10% year-over-year and 2% sequential growth in client assets under administration, reaching a record $1.69 trillion. Within the Private Client Group, assets under administration also saw a similar 10% year-over-year and 2% sequential increase, totaling $1.626 trillion.

Furthermore, assets held in fee-based accounts within the Private Client Group surged by 14% year-over-year and 2% sequentially, amounting to $978.9 billion. Financial assets under management grew by 12% year-over-year and 2% sequentially, reaching $270.0 billion.

The data also shows a 10% year-over-year and 1% sequential rise in bank loans, netting $50.2 billion. However, clients’ domestic cash sweep and Enhanced Savings Program balances experienced a decline of 4% year-over-year and 1% sequentially, totaling $54.2 billion.

Following these announcements, the company's shares moved -2.22%, and are now trading at a price of $171.91. For more information, read the company's full 8-K submission here.

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