Investor Presentaiton
Private Client Group growth
ASSETS UNDER ADMINISTRATION
$ BILLIONS
ASSETS IN FEE-BASED ACCOUNTS
$ BILLIONS
FINANCIAL ADVISORS
■ Employees
■Independent Contractors
1,198.3
678.0
14%
5-Year
CAGR
1,115.4
627.1
4%
5-Year
CAGR
22%
5-Year
574.1
CAGR
231.0
7,146
8,482
8,730
FY 2016
FY 2021
Mar. 31, 2022
FY 2016
FY 2021
Mar. 31, 2022
FY 2016
FY 2021
Mar. 31, 2022
Note: 5-year CAGR for period FY 2016 - FY 2021. Metrics as of March 31, 2022 include the impact of the acquisition of Charles Stanley Group PLC, which was
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assets in fee-based accounts was $21 billion, and the impact on financial advisors was the addition of 200 advisors. Charts not to scale.
completed on January 21, 2022. As of March 31, 2022, the impact on Private Client Group assets under administration was $33 billion, the impact on Private Client Group RAYMOND JAMESView entire presentation