SeeBITDAOklahoma
Estimated valueLow confidence
$1.0M
$334Klikely range$1.6M
About 2.3× its yearly EBITDA, typical for a company this size in its industry.
Revenue
$1.1M
a year
EBITDA
$435K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $1.0M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical financial advisors business in Oklahoma$1.1M
Revenue$1.1M
× 41% EBITDA margin$435K
× 2.3 sale multiple = value$1.0M

Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. EBITDADistance
Raymond James Financial Services
this business
$1.1M$435K—
DELTA LLC
Tulsa · 7 employees
$5.7M$1.6M0.0 mi
First Class Financial
Tulsa
$1.1M$435K0.6 mi
TULSA WEALTH ADVISORS, INC.
Tulsa
$8.8M$2.5M0.9 mi
FIDLER WEALTH MANAGEMENT, INC.
Tulsa · 4 employees
$3.3M$1.1M1.1 mi
PROVENZANO GROUP LC
Tulsa · 6 employees
$3.3M$1.1M1.2 mi
SDK GROUP LLC
Tulsa · 6 employees
$3.3M$1.1M1.2 mi

Ranges & sources

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$441K – $1.4M
EBITDA range$181K – $585K
Industry (NAICS)Portfolio Management and Investment Advice (523940)
Value range$334K – $1.6M

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

About Raymond James Financial Services

Raymond James Financial Services is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).

Common questions

Who owns Raymond James Financial Services?
The owner of Raymond James Financial Services isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Raymond James Financial Services make?
SeeBITDA estimates Raymond James Financial Services's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Raymond James Financial Services worth?
About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.