Raymond James Financial

About Raymond James Financial

<p>Founded in 1962, Raymond James Financial is a large advisory firm with about 14,000 employees and its headquarters in St. Petersburg in the Tampa Bay area. It works with retirement plan sponsors and participants through offices across major U.S. markets, including Los Angeles, Chicago, Boston, Atlanta, Austin, Charlotte, Chattanooga, Baton Rouge, Calabasas, Arden (near Asheville), and Indianapolis.</p> <p>For employer-sponsored plans, the firm provides plan design support and guidance for plan committees. It also offers participant advice, helping employees with investment selection and retirement planning decisions inside their workplace plan.</p> <p>Raymond James can act in a fiduciary capacity as either a 3(21) investment advisor or a 3(38) investment manager, depending on how much discretion the sponsor wants to delegate. One practical differentiator is the ability to pair local advisor relationships with a national platform and research resources.</p> <p>As of 2026, Raymond James reports $1,800.0B in assets under management.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for workplace retirement plans</li> <li>Participant advice and education support</li> <li>Plan design and plan committee support</li> <li>3(21) fiduciary investment advice</li> <li>3(38) discretionary investment management</li> </ul>

Website: https://www.raymondjames.com/wealth-management/advice-products-and-services/financial-and-retirement-planning/qualified-retirement-plans

Founded: 1962

Employees: 14000