150th Consecutive Quarter of Profitability
Raymond James Financial marked its 150th consecutive quarter of profitability, demonstrating resilience through various economic conditions.
Record Net Revenues and Pretax Income for First Nine Months
The firm generated record net revenues of $10.3 billion and record pretax income of $1.98 billion for the first nine months of fiscal 2025, up 10% and 5% over the first nine months of fiscal 2024.
Client Assets Under Administration Growth
Private Client Group ended the quarter with a record $1.57 trillion of client assets under administration, representing year-over-year growth of 11%.
Strong Adviser Recruitment and Pipeline
Recruited financial advisers with $336 million of trailing 12 production and $52 billion of client assets over the past 12 months.
Recognition by J.D. Power
Raymond James topped the J.D. Power rankings as the #1 wealth management firm for advised investor satisfaction in the U.S.
Investment in Technology and AI
Continued investments in technology, including AI, to improve operational efficiencies and adviser productivity.
Asset Management Segment Growth
Record pretax income of $125 million on net revenues of $291 million, with strong net inflows into managed fee-based programs.