NPS Intelligence (beta)

Disclosed NPS & retention by vertical

Verticals  /  Payments, wealth & financial services  /  Raymond James Financial, Inc.

Raymond James Financial, Inc.

Payments, wealth & financial servicesInvestment Banking & BrokerageRJFFortune 500 #264
raymondjames.com ↗
60
Latest disclosed NPS
25 Jul 2024
5
NPS entries
4 with a number
2018–26
Years covered
6 entries in all

In their words

“So our advisors and our latest survey gave us 95% satisfaction rate, almost 60% net promoter score on service.”
— Paul Shoukry, Chief Financial Officer, Raymond James Financial, Inc. · Earnings call, Q3 2024 · 25 Jul 2024
“We have been measuring our client satisfaction for the past 10 years using Net Promoter Scores, and I'm proud to share that our client satisfaction has never been higher both in terms of satisfaction with Raymond James as well as satisfaction with their…”
— Paul Reilly, Chairman and Chief Executive Officer, Raymond James Financial, Inc. · Earnings call, Q2 2021 · 22 Jul 2021
“Raymond James gained 17.2% in 3 months with net new assets of $21.7 billion and robust adviser recruiting supporting continued high retention.”
— reported by tradingview.com · 10 Sep 2026

Disclosed NPS over time

Every Net Promoter Score Raymond James Financial, Inc. has published, by date.

50607080201820192021202462777760

NPS disclosures (5)

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25 Jul 2024
NPS60

So our advisors and our latest survey gave us 95% satisfaction rate, almost 60% net promoter score on service.

— Paul Shoukry, Chief Financial Officer, Raymond James Financial, Inc. · Earnings call, Q3 2024 · 25 Jul 2024
Earnings call, Q3 2024 ↗
22 Jul 2021
NPSProgram

We have been measuring our client satisfaction for the past 10 years using Net Promoter Scores, and I'm proud to share that our client satisfaction has never been higher both in terms of satisfaction with Raymond James as well as satisfaction with their…

— Paul Reilly, Chairman and Chief Executive Officer, Raymond James Financial, Inc. · Earnings call, Q2 2021 · 22 Jul 2021
Earnings call, Q2 2021 ↗
27 May 2021
NPS77

Client satisfaction reaches five-year high 38 Client Net Promoter Score (NPS®) 80 78 78 79 76 77 73 70 70 73 70 67 72 75 77 72 79 64 66 62 47 56 59 65 58 71 66 70 73 78 75 73 69 72 69 73 77 84 60 52 56 56 51 53 46 47 44 60 57 52 52 54 50 55 66 48 51 43…

— Raymond James Financial, Inc. · SEC 8-K filing · filed 27 May 2021
SEC 8-K filing ↗
21 Jun 2019
NPS77

47 MARKET SHARE OPPORTUNITY CA: 1.9% FL: 7.6% NY: 2.6% TX: 6.6% IL: 4.5% NJ: 3.1% RJ AUA Total AUA Data as of Dec 31, 2018 48 CLIENT SATISFACTION CLIENT SATISFACTION - NET PROMOTER SCORE Top NPS Performing Brands Examples* 80 •

— Raymond James Financial, Inc. · SEC 8-K filing · filed 21 Jun 2019
SEC 8-K filing ↗
14 Jun 2018
NPS62

PRIVATE CLIENT GROUP CLIENT SATISFACTION Top NPS Performing NET PROMOTER SCORE Brands Examples* • Apple 89 •

— Raymond James Financial, Inc. · SEC 8-K filing · filed 14 Jun 2018
SEC 8-K filing ↗

Retention disclosures (1)

Open in the retention database →

10 Sep 2026
Retentionup

Raymond James gained 17.2% in 3 months with net new assets of $21.7 billion and robust adviser recruiting supporting continued high retention.

— reported by tradingview.com · 10 Sep 2026
tradingview.com ↗

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About these figures

Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.

NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.