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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

AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
SANTANDER SECURITIES LLC
MCGUIRE WEALTH MANAGEMENT
FLAGSHIP HARBOR ADVISORS, LLC
MML INVESTORS SERVICES, LLC
KINTRA WEALTH, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
D & P INVESTMENT ADVISORS, LTD.

Investors

SPENCER JOHN SEITZ
SAMANTHA DAWN SEITZ-ELSING
BRIAN JAMES BLACKERBY
Blake Charles Lane
Patrick Edward Galligan
JOSEPH PAUL MATONEY
THOMAS MASON HALL
Kelly M Cooper
DENNIS PATRICK MCGUIRE
SEAN MICHAEL MCGUIRE
DENNIS PATRICK MCGUIRE
ASHLEY Crocker Brown
Courtney A Liacos
BRYAN MARC GRAVEL
CHRISTOPHER JOHN CIVALE
EDWARD GRAHAM MARSHALL
MATTHEW PETER RILEY
WILLIAM PAUL AVRIL
NICHOLAS ALEXANDER LORING
CRYSTAL LEIGH WILD
David Edward DeBrot
WILLIAM SCOTT DINAN
LAURENCE ANDREW MCHUGH
MATTHEW SPRAGUE TURCO
GUY ANTHONY TOMASE
Sarah Jessica Doolan
Christy Cihat
James H Ward
Michael C. Paolino
MATTHEW CARTER CROOK
EDMUND JOHN BROCK
MICHAEL STEPHEN JILLING
MARK ROBERT PROVOST

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