Raymond James Financial Reports August 2025 Operating Data
Rhea-AI Summary
Raymond James Financial (NYSE: RJF) reported its August 2025 operating data, highlighting record client assets under administration of $1.69 trillion, representing a 10% year-over-year increase and 2% growth from the previous month. The growth was primarily attributed to higher equity markets and net asset inflows.
The company's Private Client Group assets reached $1.63 trillion, up 10% year-over-year, with fee-based accounts growing 14% to $978.9 billion. Financial assets under management increased 12% to $270.0 billion. However, clients' domestic cash sweep and Enhanced Savings Program balances declined 4% year-over-year to $54.2 billion.
Positive
- Record client assets under administration reached $1.69 trillion, up 10% year-over-year
- Private Client Group fee-based accounts grew 14% to $978.9 billion
- Financial assets under management increased 12% to $270.0 billion
- Bank loans grew 10% year-over-year to $50.2 billion
- Strong advisor recruiting momentum reported
- Robust investment banking pipeline noted
Negative
- Clients' domestic cash sweep and Enhanced Savings Program balances declined 4% year-over-year to $54.2 billion
News Market Reaction – RJF
In the Sep 25 session, RJF declined 0.01%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
AI-generated analysis. How Rhea-AI works. Not financial advice.
St. Petersburg, Fla., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for August 2025, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
“Record client assets under administration of
| Operating Data |
| As of | % change from | |||||||||
| $ in billions | August 31, 2025 | August 31, 2024 | July 31, 2025 | August 31, 2024 | July 31, 2025 | |||||
| Client assets under administration | $ 1,688.5 | $ 1,535.3 | $ 1,653.4 | | | |||||
| Private Client Group assets under administration | $ 1,626.1 | $ 1,474.1 | $ 1,591.8 | | | |||||
| Private Client Group assets in fee-based accounts | $ 978.9 | $ 860.2 | $ 956.5 | | | |||||
| Financial assets under management | $ 270.0 | $ 240.9 | $ 264.3 | | | |||||
| Bank loans, net | $ 50.2 | $ 45.8 | $ 49.7 | | | |||||
| Clients’ domestic cash sweep and Enhanced Savings Program balances | $ 54.2 | $ 56.3 | $ 54.8 | (4)% | (1)% | |||||
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are
Media Contact: Steve Hollister Raymond James Financial 727.567.2824 mediarelations@raymondjames.com Investor Contact: Kristina Waugh Raymond James Financial 727.567.7654 investorrelations@raymondjames.com