Burling Wealth Partners Surpasses $1 Billion in Assets Under Management in First Full Year of Operations [Yahoo! Finance]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: Yahoo! Finance
billion in client assets under management as of December 31, 2025. This milestone was achieved entirely through organic growth in the firm's first full year of business. Founded in September 2024, Burling Wealth Partners set out with a clear vision: to create a firm that puts clients first, delivers boutique and custom-tailored solutions, leverages technology for efficiency, and fosters a culture of independence and ownership. Clients responded to that vision, and their trust has fueled the firm's rapid growth. "We launched Burling Wealth Partners to build a client-first, independent firm and this milestone shows that approach resonates," said Steven Resnik, Founder and Managing Director of Burling Wealth Partners. "Our growth reflects the confidence clients have in our team and our ability to deliver personalized solutions," added Abby Davis, Managing Director, Client Services of Burling Wealth Partners. Since launch, the firm has continued to expand its team of seasoned adviso
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RJF
Earnings
- 10/22/25 - Beat
RJF
Sec Filings
- 1/15/26 - Form 8-K
- 1/7/26 - Form DEFA14A
- 1/7/26 - Form DEFA14A
- RJF's page on the SEC website