Best Investors Account Sign in

Best financial advisors in Centredale, RI

Registered advisers within 25 miles of Centredale, RI.

Offices
461
Firms
188
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,336,530 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
CITIZENS SECURITIES, INC.
GRAND STREET INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
SANTANDER SECURITIES LLC
RHODEWAY FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
ZARATHUSTRA WEALTH MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STRATEGICPOINT INVESTMENT ADVISORS LLC
SK WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
NEWMAN DIGNAN & SHEERAR, INC
VALMARK ADVISERS, INC.

Investors

SAMARA WALD
RYAN J PINTO
Daniel R Fazah
Michael Joseph Bianco
Mario Encarnacion
CHARLES PHILLIP SMITH
EDWARD MARTINEZ
Jacquelyn M Miller
JOHN KEVIN CONNAUGHTON
ALAN TESTA
Alex D Burgjohann
BRIAN ANDREW ARGIRO
Jared Greenberg
JAMES THOMAS MEDEIROS
BETH ELLEN JAMES
MICHAEL PAUL SWEENEY
ROBERT ALLAN MARTUFI
Eric James Thomson
TIMOTHY GRANVILLE MCCAHAN
Lorne a Adrain
MICHELLE L MENDES
MATTHEW JOHN RAPOSO
JONATHAN LEE GALEGO
RICHARD JOSEPH ANZELONE
TARA L. BUDLONG
DEREK MICHAEL AMEY
KRISTINA MARIE MELLO
AARON CHARLES REYNOLDS
SEAN MICHAEL GILES
Andrew James Cayer
JASON ERIC ARCHAMBAULT
MACKENZIE MOEN RICHARDS
Andrew Travis Wong
Kari S Rai
LUIS F DECASTRO
Adam Cote
Brian Patrick Drohan
Tia Alisha Finn
Darvin Acosta Filpo
Brendon Tyler Dejesus Fausset
JOHN PAUL SHEERAR
EDWARD DAVID BUXTON
Robert Parker Moffett
ERIK S MANCHESTER
WILLIAM NEWMAN
RICHARD EDWARD CAVANAGH
ROBERT ANGUS MACARTHUR
MATT RICHMOND STONE
SEAN PETER REILLY
STEPHEN MICHAEL DIPARDO
KEVIN DOUGLAS GATES

Within 25 miles of Centredale, RI, Best Investors lists 188 registered investment advisory firms with 461 offices nearby, managing about $11.8T in combined regulatory AUM across 2,336,530 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 Centredale

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM