Investor Presentaiton
Private Client Group growth
TOTAL PCG CLIENT ASSETS UNDER ADMINISTRATION
33
1-YEAR CHANGE
MAR. 31, 2021 - MAR. 31, 2022
3-YEAR CHANGE
MAR. 31, 2019 - MAR. 31, 2022
5-YEAR CHANGE
MAR. 31, 2017 - MAR. 31, 2022
17%
10%
58%
40%
96%
66%
10-YEAR CHANGE
MAR. 31, 2012 – MAR. 31, 2022
310%
161%
Raymond James
Peer Group
Raymond James
Median
Peer Group
Median
Raymond James
Peer Group
Median
Raymond James
Peer Group
Median
Note: Charts not to scale. Based on publicly available information and RJF estimates and analysis. The definitions for client assets may be inconsistent across
companies. Peer Group Median includes Ameriprise, Bank of America/Merrill Lynch, LPL Financial, Morgan Stanley, Stifel Financial and Wells Fargo.
RAYMOND JAMESView entire presentation