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AdvisorCensus / Financial advisors / Florida / Tampa, FL / Raymond James Trust Company of New Hampshire

Financial advisors in Tampa, FL using Raymond James Trust Company of New Hampshire

3 SEC-registered investment advisory firms headquartered in the Tampa, FL metro area name Raymond James Trust Company of New Hampshire as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

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FirmCityRegistrationAssets band
Kahn Financial GroupClearwaterSEC-registered investment adviser$100 million to $500 million
Raymond James & Associates, Inc.St. PetersburgSEC-registered investment adviserOver $5 billion
Raymond James Financial Services Advisors, IncSaint PetersburgSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Raymond James Trust Company of New Hampshire nationwide

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AdvisorCensus. Financial advisors in Tampa, FL using Raymond James Trust Company of New Hampshire. https://advisorcensus.com/advisors/fl/tampa/custodians/raymond-james-trust-of-new-hampshire
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