Best Investors Account Sign in

Best financial advisors in Barrington, RI

Registered advisers within 25 miles of Barrington, RI.

Offices
494
Firms
195
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,881,153 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

WICKFORD WEALTH MANAGEMENT, LLC
BRAVE FAMILY ADVISORS
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
TRUEFOCUS FINANCIAL PARTNERS
EDWARD JONES
CORNERSTONE FINANCIAL MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
WEALTH MANAGEMENT RESOURCES, INC.
LATITUDE ADVISORS, LLC
MML INVESTORS SERVICES, LLC

Investors

JOSEPH EVERETT KOLB
William Michael Swart
VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
Joseph Cassese
JAVIER MICHAEL BENTO
Eric Mauricio
JOSE MANUEL MATOS
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
KEVIN MANUEL VIEIRA
Ricardo Almedia Jesuino
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI
Sean J Carroll
Kimberly Ann Carroll
STEPHEN PATRICK BENEVENTO
JOSHUA BUBLITZ
NATALIE HARRIS
Paolo F Catucci
KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
DANIEL A GAMM
GREGORY MICHAEL SILVA
MARK CHRISTOPHER WOODS
DAVID J MACDONALD

Within 25 miles of Barrington, RI, Best Investors lists 195 registered investment advisory firms with 494 offices nearby, managing about $14.4T in combined regulatory AUM across 2,881,153 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Barrington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM