Raymond James reports financial assets under management rise to $350.5 billion in August 2026
RJF•Bank loans and investment banking pipeline
Bank loans, net were $56.4 billion, up 12% year over year; investment banking pipelines remained strong, with closing timing uncertain.
Assets under management and administration rise
Raymond James disclosed financial assets under management of $350.5 billion as of Aug. 31, 2026, up 30% year over year.
Client assets under administration reached a record $1.97 trillion, up 16% year over year and up 2% from July 31.
Private Client Group assets and cash balances grow
Private Client Group assets under administration totaled $1.9 trillion, up 17% year over year; fee-based assets rose to $1.18 trillion.
Clients’ domestic cash sweep and Enhanced Savings Program balances were $57.4 billion, up 6% year over year and up 1% month over month.




