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Best financial advisors in Bristol, RI

Registered advisers within 25 miles of Bristol, RI.

Offices
451
Firms
182
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,880,621 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
EDWARD JONES
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
BLUE FIN CAPITAL, INC.
WEALTHCARE INVESTMENT PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HALL CAPITAL MANAGEMENT COMPANY, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
INCOME ASSOCIATES
EFFICIENT CAPITAL STRATEGIES, LLC
DANA R. NORMAN

Investors

CARRIE A MCNAIR
Stephen Randolph
JESSE RATHIER
Bradford C Corbett
Bryan H Dunphy
RICHARD E SHELTON
ANTHONY CHARLES CARUSO
RASHID MAHMOOD
DAVID ROBERT MAILLOUX
BRIAN NORMAN CORRIVEAU
DEREK DOMOON DOO
RUSSELL FRANCIS WINTHROP
Nolan Robert Beattie
PHILIP DOUGLAS WHITE
CHRISTOPHER ANTONELLI
Shelbee T Finnegan
JOHN PAUL TEIXEIRA
STEPHEN MICHAEL CLAIR
ROBERT HUGH BEESE
Daniel Raymond Rose
WILLIAM JOHN HORN
timothy andrew vieth
KURT HIRUM JAMIEL
JOHN DOMENIC ALESSANDRO
John Edward Leary
LISA GRAHAM
DANA ROBERT NORMAN
MICHAEL JOHN FALCON

Within 25 miles of Bristol, RI, Best Investors lists 182 registered investment advisory firms with 451 offices nearby, managing about $13.1T in combined regulatory AUM across 2,880,621 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 Bristol

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM