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Best financial advisors in Burrillville, RI

Registered advisers within 25 miles of Burrillville, RI.

Offices
570
Firms
227
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,803,914 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
NCU INVESTMENT SOLUTIONS
CITIZENS SECURITIES, INC.
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CB CAPITAL LLC
LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
KINTRA WEALTH, LLC
SANTANDER SECURITIES LLC
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC

Investors

Benjamin Taylor Vincent
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
JULIE SPARROW
ALAN SANFORD HUGHES
Matthew Richard Bouthillette
Robert Joseph DAmico
ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
THOMAS P KING
JOHNPATRICK SQUILLACE
DANA R HOLMES
MAYANK GORADIA
MATTHEW DYLAN AROESTY
MATTHEW JOHN GREENE
LISA CASH-DOHERTY
PAUL MA
ALISON RACHEL GREEN
KRISANA VOSS
JULIAN MURCIA
PAULA JEAN FARRELL
ANDREW JARED HARMON
David Barry
DAVID ROGER MELLO
REID HARTLEY HANSEN
Michael P Hogan
RUSSELL ALBERT BOTVIN
Jacqueline Sue Prescott
ALEXANDER HUGH CABRAL
OLIVER RANDALL TUTT
ELIZA SIRADZE
Mario Encarnacion
CHRISTOPHER GREG BENOIT
RICHARD EDWARD BERGERON
Madhusudan Nambrath Nair
Matthew Sexton
GREGG CHARLES PARKER
NICHOLAS ALEXANDER LORING
CRYSTAL LEIGH WILD
David Edward DeBrot
WILLIAM SCOTT DINAN
Tamara Dayangami Wickramasinghe
Ian Donahue
ANGELA MARIE THOMSON
WILLIAM F O'DONNELL

Within 25 miles of Burrillville, RI, Best Investors lists 227 registered investment advisory firms with 570 offices nearby, managing about $15.3T in combined regulatory AUM across 2,803,914 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 Burrillville

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