8-KItem 7.01 · Reg FD DisclosureItem 9.01 · Financial Statements
Raymond James Reports 16% Annual Growth in August Client Assets
Filed with the SEC on · Summarized by InvestorsBot
Raymond James reported $1.97 trillion in client assets under administration as of August 31, 2026, up 16% from a year earlier and 2% from July, driven by higher equity markets and net inflows. Fee-based assets rose 21% year over year to $1.18 trillion, while bank loans reached $56.4 billion and cash sweep and savings balances rose 6% to $57.4 billion; the company said investment banking pipelines and client activity remained strong, but noted that closing dates were uncertain.