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Raymond James Financial Services
Matched across 280 name variants in the filings
Raymond James Financial Services summary
Raymond James Financial Services appears on 1,019 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $80.1B in assets for 1,273,652 participants. The median client plan holds $17.2M. Most client plans are sponsored in TX, CA and FL. The largest clients by plan assets are Board of Trustees of the I.A.M. National Pension Fund, Cox Enterprises, Inc. and Board of Trustees, California Ironworkers Field Pension Trust Fun. Plans reported $44.7M in direct and indirect compensation paid to Raymond James Financial Services. The median is $30K per plan.
- Participants
- 1,273,652
- Median plan assets
- $17.2M
- Median plan participants
- 311
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- DCParticipants 307,518
- GAParticipants 50,511
- CAParticipants 21,447
- TNParticipants 28,803
- FLParticipants 63,271
- CAParticipants 3,854
- Seyfarth Shaw LLP$1.0BILParticipants 2,960
- CAParticipants 3,326
- PAParticipants 29,500
- Cohnreznick LLC$751MNJParticipants 5,420
- NHParticipants 12,511
- HIParticipants 7,426
- GAParticipants 41,945
- Lumexa Imaging, Inc.$663MNCParticipants 5,892
- MDParticipants 7,021
- NYParticipants 1,911
- OHParticipants 20,447
- Thompson Coburn LLP$529MMOParticipants 1,146
- Radnet, Inc.$524MCAParticipants 12,295
- TNParticipants 8,843
- HIParticipants 1,454
- PAParticipants 3,108
- GAParticipants 4,650
- Lathrop GPM LLP$454MMOParticipants 923
- HIParticipants 3,867
Top client states
- TX81 plans
- CA80 plans
- FL77 plans
- TN64 plans
- OH56 plans
Frequently asked questions
- Who uses Raymond James Financial Services?
- 1,019 retirement plans list Raymond James Financial Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the I.A.M. National Pension Fund, Cox Enterprises, Inc., Board of Trustees, California Ironworkers Field Pension Trust Fun, Board of Trustees - Southern Electrical Retirement Fund and Coadvantage Corporation. Most client plans are sponsored in TX, CA and FL.
- How many plans does Raymond James Financial Services serve?
- Raymond James Financial Services serves 1,019 retirement plans with $80.1B in plan assets and 1,273,652 participants, based on the latest Form 5500 filings through 2024.
- What does Raymond James Financial Services charge?
- Plans reported $44.7M in total Schedule C compensation paid to Raymond James Financial Services. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Raymond James Financial Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 22 |
| BlackRock | 22 |
| Capital Group | 16 |
| Fidelity (FMR) | 10 |
| MFS (Sun Life) | 8 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.