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Best financial advisors in Coventry, RI

Registered advisers within 25 miles of Coventry, RI.

Offices
397
Firms
171
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,842,386 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPITAL WEALTH MANAGEMENT, LLC
SUCCESS WEALTH MANAGEMENT LLC
INTEGRATED WEALTH CONCEPTS LLC
STRATEGIC FINANCIAL GROUP
GENEOS WEALTH MANAGEMENT, INC.
SPINNAKER ASSET MANAGEMENT INC.
GUIDICI WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
EDWARD JONES
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
MICHAEL K MATHEWS
JOHN MICHAEL SOUCY
EDWARD O QUINN
Owen James McMahon
JOSEPH ALAN ESPOSITO
RYAN N MELUCCI
MICHELE DIANE PRLICH
Jason Anthony Silva
Zachary T Rucki
BERNARD ALLAN POIRIER
AARON MATTHEW GAGNIER
Kendra Carano
MARIA COCLIN
HERIBERTO J LUNA
Lisa Lynn Picillo
Sarah Riordan Szabo
RONALD WEBSTER KENT
THOMAS EDWARD GUIDICI
NICOLE LISE CAPUANO
Seth Desautel
STEPHEN JOHN MANSI
SCOTT E MILLER
JEFFREY HENRY MASSEY
ABIGAIL SPICER MCDONNELL
Jia H Chen
RICHARD E SHELTON
Roy Charles Evans
NATHAN ROBERT FALSO
TODD C CAMP
Jameson Richard Goff
Craig Charles Rushworth
NICHOLAS Paul FERRIE
CHRISTIAN EVERS
NICHOLAS ANTHONY DILELLO
ERIK J HOLTON
MATTHEW JAMES SAWYER
MARK A. STEPHENSON
MARK BIAGIO MARTONE
Kayla Marie Santos
William Michael DeMayo
Patrick Matthew Curley
Austin Coristine
Mark England
Timothy James Lynch
Benjamin Castillo
Jack David Patten
Patrick William O'Rourke
Ryan Shea Purdy
Connor Thomas Brien-Berks
EDWARD AUGUST PELLETIER
PETER JACOB DARSCH
DAWN A ROBINSON
PATRICK JAMES SAWYER
JOHN NARDONE
PAUL M PROVOST
Kyle Edward Setzer
Charlotte Jennette Doherty
JOHN P DAMIANO
Amanda Marie Chartier
MARK RYAN BOCCUZZI
MICHAEL D RUGGIERI
Robert Maurice Surprenant
JAMES VINCENT OSULLIVAN

Within 25 miles of Coventry, RI, Best Investors lists 171 registered investment advisory firms with 397 offices nearby, managing about $13.3T in combined regulatory AUM across 2,842,386 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 Coventry

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