Raymond James reports record $1.92T client assets, up 21% YoY, with Clark Capital adding $49B

Filed June 24, 2026 · Period ending June 24, 2026 · ~1 min read

Key Changes

• high

  Client assets under administration reached record $1.92 trillion, up 21% year-over-year and 3% month-over-month, driven by higher equity markets and net asset inflows.

  Exhibit 99.1 verify on EDGAR →
• high

  Financial assets under management grew 35% YoY to $342.7 billion, including $37 billion from Clark Capital Management Group acquired April 30, 2026, which brought total client assets of $49 billion.

  Exhibit 99.1 verify on EDGAR →
• medium

  Bank loan balances reached $55.3 billion, up 13% YoY but flat month-over-month, with securities-based loans and residential mortgages offsetting lower corporate loans.

  Exhibit 99.1 verify on EDGAR →