Raymond James Financial, Inc. reported monthly operating data for January 2026, disclosing record client assets under administration of $1.80 trillion. The filing highlights a 13% year-over-year increase in client assets and provides updates on private client group assets, financial assets under management, and bank loans.
Key takeaways
Client assets under administration reached a record $1.80 trillion as of January 31, 2026, increasing 13% year-over-year.
Private Client Group assets under administration totaled $1,739.6 billion, up 14% from January 31, 2025.
Financial assets under management were $286.4 billion, representing a 14% increase year-over-year.
Clients' domestic cash sweep and Enhanced Savings Program balances decreased 5% sequentially to $55.0 billion.
Bank loans, net, stood at $53.8 billion as of January 31, 2026, up 13% year-over-year.