Data / Investment advisers / Florida / Raymond James Investment Management
Raymond James Investment Management, St Petersburg, FL: $16.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Raymond James Investment Management is an SEC registered investment adviser with its main office in St Petersburg, Florida and reports $16.9 billion in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include investment companies, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Raymond James Investment Management (CRD number 174904): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 174904
- SEC file number
- 801-100356
- SEC status
- Approved, effective July 6, 2015
- Legal name
- Carillon Tower Advisers, Inc.
- Main office
- 780 Carillon Parkway, St Petersburg, FL 33716
- Phone
- (800) 521-1195
- Website
- carillontower.com
- Regulatory AUM
- $16,864,326,714 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $16,864,326,714
- Accounts
- 5
- Employees
- 175, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $362,387
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- May 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $16.86 billion |
| Pooled investment vehicles | 2 | $362,387 |
| High net worth individuals | 1 | $316,503 |
| Individuals (other than high net worth individuals) | 1 | $294,291 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $16.86 billion | December 12, 2025 |
| December 1, 2025 | $16.38 billion | December 11, 2024 |
Other advisers in St. Petersburg
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | $500.96 billion | Not listed | adviserinfo.sec.gov |
| Eagle Asset Management Inc | St. Petersburg | $60.65 billion | Not listed | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | $15.98 billion | 7 | adviserinfo.sec.gov |
| Dynasty Wealth Management, LLC | St. Petersburg | $13.88 billion | 2 | adviserinfo.sec.gov |
| Yale Capital Corp. | St. Petersburg | $5.62 billion | Not listed | adviserinfo.sec.gov |
| Cyndeo Wealth Partners | St. Petersburg | $3.15 billion | 1 | adviserinfo.sec.gov |
| Ars Wealth Advisors | St. Petersburg | $1.64 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Petersburg, FL
- Investment advisers in Florida
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Raymond James Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.