AdvisorCensus / Custodians / Raymond James & Associates, Inc.
Investment advisory firms using Raymond James & Associates, Inc. as a custodian
254 SEC-registered investment advisory firms name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
| Metro area | Advisory firms |
|---|---|
| Atlanta, GA | 12 |
| Dallas, TX | 12 |
| New York, NY | 11 |
| Tampa, FL | 8 |
| Austin, TX | 6 |
| Chicago, IL | 6 |
| Cincinnati, OH | 6 |
| Detroit, MI | 6 |
| Houston, TX | 6 |
| Miami, FL | 6 |
| Nashville, TN | 5 |
| Tulsa, OK | 5 |
| Boston, MA | 4 |
| Bridgeport, CT | 4 |
| Charlotte, NC | 4 |
| Denver, CO | 4 |
| Little Rock, AR | 4 |
| Minneapolis, MN | 4 |
| Philadelphia, PA | 4 |
| Buffalo, NY | 3 |
| Charleston, SC | 3 |
| Dayton, OH | 3 |
| Jackson, MS | 3 |
| Louisville, KY | 3 |
| Naples, FL | 3 |
| Omaha, NE | 3 |
| Raleigh, NC | 3 |
| Sacramento, CA | 3 |
| San Diego, CA | 3 |
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.
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AdvisorCensus. Investment advisory firms using Raymond James & Associates, Inc. as a custodian. https://advisorcensus.com/custodians/raymond-james-associates https://advisorcensus.com/custodians/raymond-james-associates