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Raymond James
The power of personal
Company Information
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Conpas Rating

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Overview

A full-service financial firm combining the power of personal connection with the scale of a global platform. Founded in 1962, Raymond James serves individuals, corporations and communities with ~$1.76T in client assets and ~8,900 advisors.

Groups

Number of Employees

10,001+

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Services Provided

Consulting

Capabilities
Industries
Footprint
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Regions

North America

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Countries

United States Of America

Additional Information
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Year of foundation

1962

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Structure

Public Company

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Industry

Financial Services

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Offerings

Problems we solve

From Every Financial Milestone to Every Moment in Between

Clients and institutions come to Raymond James when the financial decisions in front of them feel too significant to navigate alone — and too personal to trust to a one-size-fits-all solution. For individuals, we address the full arc of financial life: building and growing wealth, preserving it across market cycles, planning for retirement and longevity, providing for family, managing an estate, and running a business with confidence. For those who have accumulated significant wealth, we solve the complexity that comes with it — concentrated equity risk, multi-generational estate planning, charitable giving strategy, and access to private markets and alternatives through our Private Wealth Services. For corporations and institutions, we solve for capital formation and strategic growth — whether that means executing a merger or acquisition, raising equity through capital markets, structuring debt, navigating a public finance challenge, or optimizing an institutional fixed income portfolio. For financial advisors, we solve for independence without isolation, giving them the freedom to build the practice they envision while drawing on the full resources of a major financial firm. At every level, our answer to complexity is the same: a deeply personal relationship between a knowledgeable professional and the person or institution they serve.

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Consulting Solutions By Industry

Consumer & Retail

Robust coverage rooted in extensive expertise serves middle-market growth companies across consumer and retail sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, delivering time-tested results in driving growth for companies across the consumer and retail landscape.

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Convenience Store & Fuel Products Distribution

Robust coverage rooted in extensive expertise serves middle-market growth companies in the convenience store and fuel products distribution space. Deep industry knowledge and a powerful network of key players enable senior bankers to deliver quality outcomes. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction across convenience retail and fuel distribution sectors.

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Diversified Industrials

Robust coverage rooted in extensive expertise serves middle-market growth companies across diversified industrial sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, driving time-tested results for companies across diversified industrial end markets.

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Energy

Robust coverage rooted in extensive expertise serves middle-market growth companies across energy sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, delivering time-tested outcomes for companies across the energy landscape.

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Financial Services

Robust coverage rooted in extensive expertise serves middle-market growth companies across financial services sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, driving time-tested results for companies across the financial services landscape.

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Healthcare

Robust coverage rooted in extensive expertise serves middle-market growth companies across healthcare sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, delivering time-tested outcomes for companies across the healthcare landscape.

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Real Estate

Robust coverage rooted in extensive expertise serves middle-market growth companies across real estate sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, driving time-tested results for companies across the real estate landscape.

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Technology & Services

Robust coverage rooted in extensive expertise serves middle-market growth companies across technology and services sectors. Deep industry knowledge, a powerful network of key players and a focus on long-term relationships enable senior bankers to deliver quality results. Success is achieved through putting clients first, adapting to change and staying actively involved with each transaction, driving time-tested results for companies across the technology and services landscape.

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Consulting Solutions By Capability

Capital Markets

Respected research. Targeted solutions. Efficient execution. As a leading middle-market firm with deep industry expertise, Raymond James Capital Markets is a top-ranked equity underwriter, offering a full range of capital raising and debt issuance solutions for both public and private companies. The team partners with clients and issuers on marketing, distribution, pricing and stabilization of the firm's managed offerings. Capabilities span IPOs to follow-on offerings, convertible securities to SPACs, investment grade to high yield debt, and strategic marketing to investor relations, supported by over 200 professionals and more than 8,400 financial advisors with approximately $1.18 trillion in assets under administration.

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Fixed Income Capital Markets

Expert insight from a resource-rich team. Decades of time-tested performance have shaped the Fixed Income division, one of the largest of any firm off Wall Street. The team of more than 500 ranks among the nation's top underwriters of new issue agencies and municipal securities, dedicated to serving depository institutions, insurance companies, municipalities and money managers across four areas: research and strategies, trading, institutional sales and public finance. Capabilities extend from municipals to corporate bonds, agency, mortgage-backed securities, and structured products. Research and strategies offerings include rigorous fixed income analysis, asset/liability management and interest rate derivative products and solutions for tax-exempt clients.

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Private Capital Advisory

Quality expertise and execution with a client-first commitment. The Private Capital Advisory team is solely focused on providing capital formation strategies to the middle market, offering private equity firms deep industry expertise, comprehensive fundraising and liquidity capabilities, and extensive access to a global network of investors. Services include Fund Placements, GP-Led Secondaries, LP-Led Secondaries, and Strategic Advisory. Extending the offerings of a financial leader and deepening the resources of a category maverick, the team takes a long-term approach with clients and applies commitment and dedication to client service, maintaining a strong, positive reputation for private funds advisory on a global basis.

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Public Finance

Relationships. Ideas. Execution. Better schools. Safe roads. Quality healthcare. Communities strive to provide a high quality of life for all citizens — and providing the financing solutions to get there is the goal of the dedicated public finance professionals. The Public Finance group has in-depth experience and expertise in providing financing solutions for a broad range of tax-exempt issues, serving state and local governments, airports, utilities, school districts, higher education and healthcare. Located in 41 offices nationwide with approximately 190 professionals, the team senior managed 610 negotiated and competitive issues in 2025 with a total par value of more than $29 billion, consistently ranking among the Top 5 underwriters of municipal bonds in the United States. Capabilities include underwriting across general obligation, revenue bonds, variable rate, lease-backed debt, refundings, and interest rate derivative products.

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Investment Banking

Full-service investment banking supported by hundreds of specialized experts across growth-oriented industry practices, delivering M&A advisory, capital raising, capital structure advisory, and specialized services like ESOP transactions for private and publicly held companies.

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Equity Capital Markets

A top-ranked equity underwriter for middle-market companies, offering IPOs, follow-on offerings, and convertible securities, backed by one of the largest institutional sales forces in the U.S. and supported by equity research, sales & trading, corporate access, and corporate & executive services.

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