AdvisorCensus / Financial advisors / New York / New York, NY / Raymond James & Associates, Inc.
Financial advisors in New York, NY using Raymond James & Associates, Inc.
11 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 16th Amendment Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Arrow Investment Management, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Cedarview Capital Management, LP | Woodmere | SEC-registered investment adviser | $100 million to $500 million |
| Credit Capital Investments | Livingston | SEC-registered investment adviser | $100 million to $500 million |
| Index Technologies Group LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Klingman and Associates, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Lebenthal Diversified Asset Management Inc. | Hauppauge | SEC-registered investment adviser | $500 million to $1 billion |
| Lebenthal Global Advisors, LLC | Hauppauge | SEC-registered investment adviser | $500 million to $1 billion |
| Osprey Private Wealth LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Quantum Portfolio Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Royce Investment Partners | New York | SEC-registered investment adviser | Over $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 & Associates, Inc. nationwide
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