Raymond James Financial, Inc. (NYSE: RJF) issued a press release on September 23, 2026, disclosing its operating data for the month of August 2026. The filing details significant growth in the firm’s client assets, driven by market performance and net inflows.
As of August 31, 2026, the company reported total client assets under administration of $1,966.4 billion. This figure represents a 16% increase compared to the same period in the prior year, as well as a 2% increase from the previous month.
CEO Paul Shoukry stated that this record level of assets was driven by higher equity markets and net asset inflows resulting from strong advisor retention and recruiting efforts. The company also noted that clients’ domestic cash sweep and Enhanced Savings Program balances reached $57.4 billion, reflecting a 6% year-over-year increase.
The filing provides a breakdown of specific asset categories. Private Client Group assets under administration stood at $1,899.7 billion, with fee-based accounts totaling $1,181.2 billion. Financial assets under management were reported at $350.5 billion, a 30% increase from August 2025. Bank loans, net, were recorded at $56.4 billion.
The company highlighted that investment banking pipelines and client activity remain strong, though the timing of closings is currently uncertain.
