- Raymond James reported that client assets under administration reached a record high of $1.69 trillion in August 2025.
- This figure signifies a 10% growth compared to the previous year and a 2% increase from the preceding month.
- The growth was primarily driven by higher equity markets and net asset inflows.
- Financial assets under management stood at $270.0 billion for the same period.
- Analyst ratings include 5 buy recommendations, 11 hold recommendations, and 0 sell recommendations for Raymond James during this period.
Raymond James Financial on Smartkarma
On Smartkarma, the independent investment research network, analysts have been covering Raymond James Financial in a recent report titled “Primer: Raymond James Financial (RJF US) – Sep 2025″. The report highlights Raymond James Financial‘s strong and diversified business model, placing a significant emphasis on the stable and revenue-generating Private Client Group. The company’s strategy of strategic acquisitions and a flexible advisor affiliation model has contributed to its growth in assets and advisors, positioning it well for future industry consolidation. While Raymond James Financial is primed for consistent growth, its lower exposure to high-growth areas like investment banking may lead to lower performance compared to its peers during bullish market conditions.
The research report, authored by Ξ±SK, suggests that Raymond James Financial‘s business model provides a resilient foundation for growth, driven by its focus on stable revenue streams and strategic initiatives. Investors should be mindful of the company’s positioning and growth prospects in the evolving market landscape. It is important to conduct further independent verification before making investment decisions based on this information to ensure accuracy and suitability for individual investment strategies.
A look at Raymond James Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Raymond James Financial, Inc. has received a mix of Smart Scores that indicate a positive long-term outlook. With a solid score of 4 in Growth and Resilience, the company seems well-positioned for future expansion and able to withstand market fluctuations. Momentum also scores a respectable 4, suggesting promising performance trends ahead. While the Value score is at a moderate 3 and Dividend at 2, the overall outlook for Raymond James Financial appears optimistic.
Raymond James Financial, Inc. offers financial services across various regions, including the United States, Canada, and overseas. As an investment firm serving individuals, corporations, and municipalities, the company’s strong performance in Growth, Resilience, and Momentum reflects its potential for continued success in the long term.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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