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Best financial advisors in Conimicut, RI

Registered advisers within 25 miles of Conimicut, RI.

Offices
436
Firms
178
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,841,959 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

VOYA FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
CASTER AND COMPANY, INC.
COMMONWEALTH FINANCIAL NETWORK
LEONARD MARTIN & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
INTEGRITY ADVISORY SOLUTIONS
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
FINANCIAL INDEPENDENCE, LLC
GLOBAL RETIREMENT PARTNERS LLC
MML INVESTORS SERVICES, LLC
GLADSTONE WEALTH PARTNERS
INTEGRATED WEALTH CONCEPTS LLC
BROOKWOOD INVESTMENT GROUP
EFFICIENT CAPITAL STRATEGIES, LLC
EDWARD JONES

Investors

Christopher D McVay
JOHN STEVENS MCMAHON
JOHN W FARMER
MARGARET A CASTER
DANA ANDREW SHERMAN
LEONARD MARTIN
GREGORY ANTHONY PORCARO
Yamilka Jimenez
ETHAN Gregory NARDUCCI
Eric M Gomes
TRACY SCOT CAHILL
Roger Quintin
Michael Anthony Bontempo
Ryan Adam Gold
Karen Finlan
Sean David Sullivan
JOSEPH ARAUJO MEDEIROS
STEPHEN MICHAEL VOLPE
RICHARD PHILIP BEAULIEU
RYAN THOMAS MEYER
JOHN MICHAEL GAUTREAUX
RULLA NEHME PONTARELLI
MICHAEL JOSEPH HARRINGTON
MARY KATHERINE BRIMER
BRENDON B PIERCE
MARCIN W KROLIKOWSKI
Marenglen Elezi
CHRISTOPHER ALAN BEAULIEU
WALTER J NENCKA
ALFONSO J CUMPLIDO
Max Stobbart Shapiro
MacKenzie Douglas Campbell
MARK ALLEN LAVALLEE
Kevin Pierro
JAMES FRANCIS SAMPSON
RICK WALTER CAMPBELL
DONNA TURCOTTE CACCIA
Raymond Walter Gutowski
MARK IRWIN KARNES
DANIEL ROBERT ANGELONE
John Edward Leary

Within 25 miles of Conimicut, RI, Best Investors lists 178 registered investment advisory firms with 436 offices nearby, managing about $13.0T in combined regulatory AUM across 2,841,959 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 Conimicut

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