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Raymond James & Associates Inc
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Morgan Keegan Acquisition
| Paul Reilly; Jeff Julien | Page 8 of 11 |
March 28, 2024
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[Peer Comparison]
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Private Client Group: Assets Under Administration 8 STRATEGIC RATIONALE: PRIVATE CLIENT GROUP Rank Firm AUA ($ bn) FAs 1 Morgan Stanley Smith Barney $1,600 17,921 2 Bank of America/Merrill Lynch GWM 1,539 17,817 3 Wells Fargo & Co. 1,100 15,188 4 UBS 724 6,913 5 Edward Jones & Co. 557 12,314 6 Ameriprise 329 11,400 7 RAYMOND JAMES + MORGAN KEEGAN 326 6,147 8 LPL Financial 316 12,799 9 RAYMOND JAMES 256 5,113 10 RBC Wealth Management 174 2,029 11 Stifel Nicolaus 108 1,961 12 MORGAN KEEGAN 70 1,034 Source: Various company reports; company presentations; news releases; estimates Note: The definitions for AUA and FAs may be inconsistent across companies; rankings exclude RIA custodians but include independent B/Ds.