Raymond James Financial was founded in 1962 on a conviction that still drives everything we do: the strongest financial guidance starts with understanding the person on the other side of the table. We went public in 1983, and over more than six decades we have grown in scope and strength by staying true to that conviction. Today, with approximately $1.76 trillion in client assets, roughly 8,900 financial advisors, and 19,500 professionals operating across the United States, Canada and key international centers, we are one of the most respected full-service financial firms in the world. We have recorded 153 consecutive quarters of profitability, maintained shareholders' equity of $12.6 billion, and hold more than twice our required regulatory capital — financial stability that lets us think long term and act with conviction on behalf of every client we serve. No matter how large we grow, our business remains, at its core, about two people: the person with a goal and the professional who can help them achieve it.

From the beginning, Raymond James has been in the business of people — supporting their dreams and goals, their businesses and big ideas, their livelihoods and lives. Because the work we do has always been personal, our firm is a place where relationships make an impact. It is true for clients, for advisors and for the colleagues who power this organization every day. Our mission is to help individuals, corporations and institutions achieve their unique goals while developing successful professionals and helping communities prosper. That mission has been the engine of our growth in good times and the touchstone that keeps us steady when circumstances change. Clients, communities, advisors and associates have given us purpose and strength, and they will continue to guide us forward — always.

Raymond James delivers expansive wealth management, banking and capital markets capabilities to clients ranging from individual investors to global corporations and public institutions. For individuals and families, we provide comprehensive wealth planning, investment management, retirement and estate strategies, banking and lending services, insurance solutions, and trust and charitable giving services — all delivered through the power of a personal advisory relationship. For corporations and institutions, we bring deep expertise in investment banking, mergers and acquisitions, capital markets, equity research, public finance, fixed income capital markets, and Raymond James Investment Management. For financial advisors, we offer a flexible platform — employee, independent, RIA and bank-affiliated models — backed by world-class technology, practice management resources, private wealth solutions, and the freedom to run their business on their own terms. Across every business line, the goal is the same: helping clients, institutions and communities reach their goals.

Raymond James exists to help people achieve their unique financial goals — and we believe that purpose and performance are not in tension. Our pledge, established at our founding and unchanged since, is to commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. It is that simple, and that enduring. Progress at Raymond James is always driven by connection — genuine, personal connection to the people we serve and the communities we call home.

Four values define how we operate and how we treat every person we encounter, whether client, advisor, associate or community member. We put clients first — every recommendation, every plan, every decision is made with their well-being as the primary measure of success. We act with integrity — we do what is right, not merely what is convenient or easy, and our founding principles remain as relevant today as they were in 1962. We value independence — we protect the freedom of advisors to serve clients without conflicts, and we empower individuals across the organization to bring their best thinking forward. We think long term — from generational wealth planning to sustainable operations, we measure success not in quarters but in the legacies we help build. These values are not aspirational statements. They are operational commitments that shape every relationship we hold and every decision we make.

Choosing Raymond James means gaining a partner whose sophistication and scale were built entirely through relationships, not despite them. Your advisor has access to the full strength of a global financial platform — investment banking expertise, fixed income and equity research, private wealth solutions, trust and charitable services, and banking and lending capabilities — delivered through an unbiased, client-first advisory relationship. Unlike many large financial institutions, advisors at Raymond James are viewed as clients of the firm, meaning the entire home office infrastructure exists to support their practice and, by extension, you. Our advisors are free to offer advice shaped only by their knowledge of financial instruments and their knowledge of you. We also bring the stability of a firm that has delivered 153 consecutive quarters of profitability, maintaining more than twice our required regulatory capital — so that our long-term thinking is backed by long-term financial strength.

At Raymond James, sustainability means keeping an eye on the big picture and operating our business for the long term — from one generation to the next and beyond. That same perspective that shapes how we help clients build wealth also shapes our worldview as a corporate citizen. Our sustainability approach encompasses three interconnected areas. In sustainable finance, we help clients finance essential environmental and community-minded projects, supporting alternative energy infrastructure, affordable housing through our Tax Credit Investments platform, clean water infrastructure, and public-sector initiatives through our Public Finance group. In sustainable investing, we offer ESG-evaluated portfolios through our Freedom Environmental, Social and Governance series and dedicated sustainable investing research through Raymond James Investment Management. In environmental responsibility, we work to reduce our operational footprint by improving building efficiency, reducing resource usage across our value chain, and nurturing a culture of environmental awareness through initiatives like our annual Sustainability Fair. We measure and verify our greenhouse gas emissions and hold ourselves accountable for continuous improvement, because the world our clients are building wealth for deserves nothing less.

Giving back to the communities in which we live and work has been part of Raymond James' mission since our founding in 1962. It is a commitment to putting others first — from our clients to our neighbors — that was established at our founding and shapes who we are today. Associates and advisors across the firm contribute their time, talent and resources through Raymond James Cares Month, an annual companywide initiative that has grown into one of the most visible expressions of our culture of service. We are proud to partner with the Boys & Girls Clubs of America through our Ready for School program, investing $7.5 million over three years to support educational opportunities for Tampa Bay students and expand that mission nationally. We also support the performing arts, higher education, health and social services, and disaster response — channeling charitable giving through Raymond James Charitable, our donor advised fund platform. For 55 consecutive years, we have partnered with United Way to strengthen communities, and our Veterans Inclusion Network has raised $846,000 for nonprofit organizations supporting the military community. At Raymond James, we have been embraced by people and communities across the country — and we consider it a privilege to return that generosity.

Raymond James' vision — to be a firm as unique as the people we serve — guides every dimension of our approach to inclusion. We understand that when we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration. Our three-pillar approach centers on Workforce, Workplace and Community. Within our workforce, we attract talented people and provide the resources and encouragement they need to grow. Within our workplace, we strive to make Raymond James a place where differences are celebrated and everyone can bring their best self to work. Within our communities, we act as an integral part of the places we call home. Our Associate Inclusion Networks — Emerge, Encore, Mosaic, Pride, Valor and WIN — are open to all associates and provide forums for learning, connection and professional development. Our Advisor Inclusion Networks — the Women Financial Advisors Network, the Black Financial Advisors Network, the Pride Financial Advisors Network and the Veteran Financial Advisors Network — support the recruitment, retention and growth of diverse advisors whose backgrounds reflect the full breadth of the clients and communities they serve. We believe that building belonging is not a program. It is a practice, one we renew every day.