Raymond James Financial

Raymond James Financial is a multinational independent investment bank and financial services company founded in 1962. Headquartered in St. Petersburg, Florida, it operates across the United States and globally, serving individuals, corporations and municipalities. The firm is among the largest independent financial services companies in the United States, with approximately $1.92 trillion in client assets under management.

Its business spans six principal areas: wealth management for retail clients; personalised financial planning; investment services delivered through subsidiary companies; banking solutions; a capital markets division serving institutional clients and corporate entities across the globe; and an asset management division serving institutional and corporate clients.

The company describes its approach as combining sophisticated financial strategies with the personalised attention typical of smaller boutique firms, and places the personal connection with clients at the centre of its operations. It states that its culture rests on a foundation of integrity and client-centric service. The firm traces its origins to a small downtown apartment.