J.D. Power Award Winner

#1 for Advised Investor Satisfaction. Most Trusted.

Raymond James has earned the highest ranking for investor satisfaction and most trusted among those working with a financial advisor or advisor team.

In addition to Advised Investor Satisfaction,
Raymond James ranked highest for:

trust

Most trusted

Based on the experiences of new and tenured clients
Products

Products and services

Based on satisfaction with how well the products and services offered meet clients’ needs
people

People

Based on satisfaction with our financial advisors

“Putting clients first has been the cornerstone of Raymond James’ values since our inception, and that commitment remains at the center of everything we do. This prestigious honor demonstrates the strength of our client-centric culture and our steadfast dedication to supporting advisors and empowering them with sophisticated resources, support and technology.”
CEO Paul Shoukry

“This recognition is a testament to the values and service-minded approach that Raymond James affiliated financial advisors embody. We are particularly proud to be recognized as the most trusted company in wealth management among advised investors, as it reflects the confidence clients have in their advisors’ understanding of their needs, as well as their expertise and ability to execute plans."
Private Client Group President Tash Elwyn

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J.D. Power 2025 U.S. Investor Satisfaction Study Award – Advised Index Model
The J.D. Power U.S. Investor Satisfaction StudySM is a syndicated benchmarking study profiling the experiences of investors working with a wealth management firm, in either an advised or DIY capacity.  Responses are weighted against each firm’s actual market share, based on incidence collected. Brands receiving 100 or more completed surveys are eligible to be included in the rankings for that respective segment. Participants rate the following in the Advised Index Model: product & service offerings, resolving problems, ease of doing business, digital channels, people, value for fees paid, level of trust. By aggregating the ratings of the 7,876 completed surveys received, one company was identified as the winner for advised investor satisfaction. The rating is based on the period from January 2024 through December 2024 and was released on 3/20/2025. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award and J.D. Power is not affiliated with Raymond James.

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J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

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Raymond James & Associates Statement of Financial Condition - March 2025 (PDF)