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Best financial advisors in Brown University, RI

Registered advisers within 25 miles of Brown University, RI.

Offices
489
Firms
199
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,843,218 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

WEYBOSSET RESEARCH & MANAGEMENT, LLC
UPPER90
PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
SIGNET INVESTMENT ADVISORY GROUP, INC.
CRESTWOOD ADVISORS
BLUE FIN CAPITAL, INC.
WASHINGTON TRUST ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
POINT JUDITH MANAGEMENT COMPANY, LLC
UNISON
BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
PLUM POINTE WEALTH MANAGEMENT
NEW MAJORITY CAPITAL MANAGEMENT LLC
LODESTAR WEALTH, LLC
FOURSTAR WEALTH ADVISORS, LLC

Investors

FLA LEWIS
JUSTIN EDWARD DEUTSCH
JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG
DAVID VON HEMERT
LINDA JANE JAMISON
PETER MEEHAN HUNT
JOHN GEDDES PARSONS
JENNA MARIE LEWIS
Tyler M. Khalfayan
Vito Joseph Capuano
Erin Beaton
ROBERTA MARIE CAPUANO
J MICHAEL COSTELLO
DONALD JEROME CLARKE
KARIN ELIZABETH ISHERWOOD COULTER
RICHARD FRANCIS CAROLAN
MARS JONATHAN BISHOP
ANDREA KELLY MCNAMARA
Donald Raymond Previe
ROBERT LOUIS CAPONE
NIR KAISSAR
BRIAN SCOTT DUNCKLEY
JAMES J TAVARES
BRYAN P PRINCIPE

Within 25 miles of Brown University, RI, Best Investors lists 199 registered investment advisory firms with 489 offices nearby, managing about $14.6T in combined regulatory AUM across 2,843,218 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 Brown University

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