The company said client assets under administration reached $1,688.5 billion as of August 31, 2025, up 10% from August 31, 2024, and up 2% from July 31, 2025.

1. 01

   The company said client assets under administration reached $1,688.5 billion as of August 31, 2025, up 10% from August 31, 2024, and up 2% from July 31, 2025.

2. 02

   Raymond James said Private Client Group assets under administration were $1,626.1 billion as of August 31, up 10% year over year and up 2% from the prior month. It said fee-based account assets were $978.9 billion, up 14% year over year and up 2% from the prior month.

3. 03

   The company said financial assets under management were $270.0 billion as of August 31, up 12% year over year and up 2% from the prior month. It said bank loans, net were $50.2 billion, up 10% year over year and up 1% from the prior month.

4. 04

   Raymond James said clients' domestic cash sweep and Enhanced Savings Program balances were $54.2 billion as of August 31, down 4% year over year and down 1% from the prior month.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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