Private Client Group — Aggregate assets
Raymond James Financial Private Client Group — Aggregate assets increased by 4.3% to $14.56B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.9%, from $13.25B to $14.56B. Over 4 years (FY 2021 to FY 2025), Private Client Group — Aggregate assets shows a downward trend with a -7.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Growth in assets typically signals successful client acquisition and market appreciation, driving future fee-based revenue potential.
Detailed definition
This represents the total value of assets managed or held within the Private Client Group, including client brokerage ac...
Peer comparison
Comparable to AUM or AUA metrics reported by asset managers and wealth management firms.
rjf_segment_private_client_group_aggregate_assetsHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $17.95B | $20.27B | $25.43B | $29.72B | $25.73B | $17.77B | $13.92B | $13.04B | $12.29B | $12.38B | $12.74B | $13.19B | $13.64B | $13.41B | $13.32B | $13.25B | $14.24B | $14.01B | $13.96B | $14.56B |
| QoQ Change | — | +12.9% | +25.5% | +16.9% | -13.4% | -30.9% | -21.7% | -6.4% | -5.7% | +0.7% | +3.0% | +3.5% | +3.4% | -1.6% | -0.7% | -0.5% | +7.4% | -1.6% | -0.3% | +4.3% |
| YoY Change | — | — | — | — | +43.3% | -12.3% | -45.3% | -56.1% | -52.2% | -30.4% | -8.4% | +1.2% | +11.0% | +8.4% | +4.5% | +0.5% | +4.4% | +4.4% | +4.8% | +9.9% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's private client group — aggregate assets?
- Raymond James Financial (RJF) reported private client group — aggregate assets of $14.56B in Q1 2026.
- How has Raymond James Financial's private client group — aggregate assets changed year-over-year?
- Raymond James Financial's private client group — aggregate assets increased by 9.9% year-over-year, from $13.25B to $14.56B.
- What is the long-term trend for Raymond James Financial's private client group — aggregate assets?
- Over 4 years (2021 to 2025), Raymond James Financial's private client group — aggregate assets has grown at a -7.4% compound annual growth rate (CAGR), from $74.56B to $54.81B.
- What does private client group — aggregate assets mean?
- The total value of all assets held or managed by the segment.