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Wealth Firm Earnings · RJF · Fiscal year ends September 30

Raymond James earnings

Client assets, net new assets, advisors, revenue and advisory assets, quarter by quarter, as Raymond James reports them for its Private Client Group business, with the source for every number.

In Q2 2026 (fiscal Q3 2026), Raymond James reported $1.86T in client assets, up 18% from a year earlier and $21.7B in net new assets. Revenue was $2.8B, up 14% year over year.

Next reportNot announced yet

Latest releaseJuly 22, 2026

NewsRaymond James coverage

Quarter by quarter

Client assets

Private Client Group assets under administration

  1. $1.57TQ2 2025 (Fiscal Q3 2025)
  2. $1.67TQ3 2025 (Fiscal Q4 2025)
  3. $1.71TQ4 2025 (Fiscal Q1 2026)
  4. $1.7TQ1 2026 (Fiscal Q2 2026)
  5. $1.86T$1.86TQ2 2026 (Fiscal Q3 2026)
Show as table
PeriodClient assets
Q2 2026 (Fiscal Q3 2026)$1.86T
Q1 2026 (Fiscal Q2 2026)$1.7T
Q4 2025 (Fiscal Q1 2026)$1.71T
Q3 2025 (Fiscal Q4 2025)$1.67T
Q2 2025 (Fiscal Q3 2025)$1.57T

Net new assets

Domestic Private Client Group net new assets

  1. $11.7BQ2 2025 (Fiscal Q3 2025)
  2. $17.9BQ3 2025 (Fiscal Q4 2025)
  3. $30.8BQ4 2025 (Fiscal Q1 2026)
  4. $23BQ1 2026 (Fiscal Q2 2026)
  5. $21.7B$21.7BQ2 2026 (Fiscal Q3 2026)
Show as table
PeriodNet new assets
Q2 2026 (Fiscal Q3 2026)$21.7B
Q1 2026 (Fiscal Q2 2026)$23B
Q4 2025 (Fiscal Q1 2026)$30.8B
Q3 2025 (Fiscal Q4 2025)$17.9B
Q2 2025 (Fiscal Q3 2025)$11.7B

Revenue

Private Client Group net revenues

  1. $2.5BQ2 2025 (Fiscal Q3 2025)
  2. $2.7BQ3 2025 (Fiscal Q4 2025)
  3. $2.8BQ4 2025 (Fiscal Q1 2026)
  4. $2.8BQ1 2026 (Fiscal Q2 2026)
  5. $2.8B$2.8BQ2 2026 (Fiscal Q3 2026)
Show as table
PeriodRevenue
Q2 2026 (Fiscal Q3 2026)$2.8B
Q1 2026 (Fiscal Q2 2026)$2.8B
Q4 2025 (Fiscal Q1 2026)$2.8B
Q3 2025 (Fiscal Q4 2025)$2.7B
Q2 2025 (Fiscal Q3 2025)$2.5B

Advisory assets

Private Client Group assets in fee-based accounts

  1. $944BQ2 2025 (Fiscal Q3 2025)
  2. $1.01TQ3 2025 (Fiscal Q4 2025)
  3. $1.04TQ4 2025 (Fiscal Q1 2026)
  4. $1.04TQ1 2026 (Fiscal Q2 2026)
  5. $1.15T$1.15TQ2 2026 (Fiscal Q3 2026)
Show as table
PeriodAdvisory assets
Q2 2026 (Fiscal Q3 2026)$1.15T
Q1 2026 (Fiscal Q2 2026)$1.04T
Q4 2025 (Fiscal Q1 2026)$1.04T
Q3 2025 (Fiscal Q4 2025)$1.01T
Q2 2025 (Fiscal Q3 2025)$944B

Month by month

Client assets

Private Client Group assets under administration

  1. $1.69TOctober 2025
  2. $1.7TNovember 2025
  3. No figureDecember 2025: in the quarterly release
  4. $1.74TJanuary 2026
  5. $1.76TFebruary 2026
  6. No figureMarch 2026: in the quarterly release
  7. $1.8TApril 2026
  8. $1.85TMay 2026
  9. No figureJune 2026: in the quarterly release
  10. $1.86TJuly 2026
  11. $1.9T$1.9TAugust 2026
Show as table
PeriodClient assets
August 2026$1.9T
July 2026$1.86T
June 2026—
May 2026$1.85T
April 2026$1.8T
March 2026—
February 2026$1.76T
January 2026$1.74T
December 2025—
November 2025$1.7T
October 2025$1.69T

Advisory assets

Private Client Group assets in fee-based accounts

  1. $1.02TOctober 2025
  2. $1.03TNovember 2025
  3. No figureDecember 2025: in the quarterly release
  4. $1.06TJanuary 2026
  5. $1.08TFebruary 2026
  6. No figureMarch 2026: in the quarterly release
  7. $1.12TApril 2026
  8. $1.16TMay 2026
  9. No figureJune 2026: in the quarterly release
  10. $1.16TJuly 2026
  11. $1.18T$1.18TAugust 2026
Show as table
PeriodAdvisory assets
August 2026$1.18T
July 2026$1.16T
June 2026—
May 2026$1.16T
April 2026$1.12T
March 2026—
February 2026$1.08T
January 2026$1.06T
December 2025—
November 2025$1.03T
October 2025$1.02T

Reading these numbers

  • Raymond James’s fiscal year ends September 30, so calendar Q2 is its fiscal Q3.
  • Client assets are Private Client Group assets under administration; the firm-wide total is larger. Net new assets are domestic Private Client Group.
  • Its quarterly releases don’t give an advisor count; the one shown is from the annual report.
  • Monthly figures come from its monthly operating data releases. Quarter-end months appear in the quarterly releases instead.

Every figure and its source

Download CSV
PeriodFigureValueSource
August 2026Private Client Group assets under administrationPrivate Client Group$1.9TSEC filingSeptember 23, 2026
August 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.18TSEC filingSeptember 23, 2026
July 2026Private Client Group assets under administrationPrivate Client Group$1.86TSEC filingAugust 19, 2026
July 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.16TSEC filingAugust 19, 2026
Q2 2026Fiscal Q3 2026Private Client Group assets under administrationPrivate Client Group$1.86TSEC filingJuly 22, 2026
Q2 2026Fiscal Q3 2026Domestic Private Client Group net new assetsPrivate Client Group+$21.7BSEC filingJuly 22, 2026
Q2 2026Fiscal Q3 2026Private Client Group net revenuesPrivate Client Group$2.8BSEC filingJuly 22, 2026
Q2 2026Fiscal Q3 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.15TSEC filingJuly 22, 2026
May 2026Private Client Group assets under administrationPrivate Client Group$1.85TSEC filingJune 24, 2026
May 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.16TSEC filingJune 24, 2026
April 2026Private Client Group assets under administrationPrivate Client Group$1.8TSEC filingMay 20, 2026
April 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.12TSEC filingMay 20, 2026
Q1 2026Fiscal Q2 2026Private Client Group assets under administrationPrivate Client Group$1.7TSEC filingApril 22, 2026
Q1 2026Fiscal Q2 2026Domestic Private Client Group net new assetsPrivate Client Group+$23BSEC filingApril 22, 2026
Q1 2026Fiscal Q2 2026Private Client Group net revenuesPrivate Client Group$2.8BSEC filingApril 22, 2026
Q1 2026Fiscal Q2 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.04TSEC filingApril 22, 2026
February 2026Private Client Group assets under administrationPrivate Client Group$1.76TSEC filingMarch 25, 2026
February 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.08TSEC filingMarch 25, 2026
January 2026Private Client Group assets under administrationPrivate Client Group$1.74TSEC filingFebruary 18, 2026
January 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.06TSEC filingFebruary 18, 2026
Q4 2025Fiscal Q1 2026Private Client Group assets under administrationPrivate Client Group$1.71TSEC filingJanuary 28, 2026
Q4 2025Fiscal Q1 2026Domestic Private Client Group net new assetsPrivate Client Group+$30.8BSEC filingJanuary 28, 2026
Q4 2025Fiscal Q1 2026Private Client Group net revenuesPrivate Client Group$2.8BSEC filingJanuary 28, 2026
Q4 2025Fiscal Q1 2026Private Client Group assets in fee-based accountsPrivate Client Group$1.04TSEC filingJanuary 28, 2026
November 2025Private Client Group assets under administrationPrivate Client Group$1.7TSEC filingDecember 17, 2025
November 2025Private Client Group assets in fee-based accountsPrivate Client Group$1.03TSEC filingDecember 17, 2025
October 2025Private Client Group assets under administrationPrivate Client Group$1.69TSEC filingNovember 19, 2025
October 2025Private Client Group assets in fee-based accountsPrivate Client Group$1.02TSEC filingNovember 19, 2025
Q3 2025Fiscal Q4 2025Private Client Group assets under administrationPrivate Client Group$1.67TSEC filingOctober 22, 2025
Q3 2025Fiscal Q4 2025Domestic Private Client Group net new assetsPrivate Client Group+$17.9BSEC filingOctober 22, 2025
Q3 2025Fiscal Q4 2025Total advisors (employees and independent contractors)Private Client Group8,943SEC filingNovember 25, 2025
Q3 2025Fiscal Q4 2025Private Client Group net revenuesPrivate Client Group$2.7BSEC filingOctober 22, 2025
Q3 2025Fiscal Q4 2025Private Client Group assets in fee-based accountsPrivate Client Group$1.01TSEC filingOctober 22, 2025
Q2 2025Fiscal Q3 2025Private Client Group assets under administrationPrivate Client Group$1.57TSEC filingJuly 23, 2025
Q2 2025Fiscal Q3 2025Domestic Private Client Group net new assetsPrivate Client Group+$11.7BSEC filingJuly 23, 2025
Q2 2025Fiscal Q3 2025Private Client Group net revenuesPrivate Client Group$2.5BSEC filingJuly 23, 2025
Q2 2025Fiscal Q3 2025Private Client Group assets in fee-based accountsPrivate Client Group$944BSEC filingJuly 23, 2025

Questions

How much in client assets does Raymond James have?

Raymond James reported $1.86T in client assets (“Private Client Group assets under administration”) at the end of Q2 2026, its fiscal q3 2026, according to its release on July 22, 2026.

What were Raymond James’s net new assets in Q2 2026?

+$21.7B, reported as “Domestic Private Client Group net new assets” for Private Client Group in its release on July 22, 2026.

How many financial advisors does Raymond James have?

8,943 at the end of Q3 2025 (Private Client Group), as reported in “Fiscal 2025 annual report (Form 10-K)”.

When does Raymond James report earnings next?

Raymond James hasn’t announced its next earnings date yet. It is added here once the company announces it.

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