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Best financial advisors in East Greenwich, RI

Registered advisers within 25 miles of East Greenwich, RI.

Offices
403
Firms
177
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,757,945 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL WEALTH MANAGEMENT, LLC
SPINNAKER ASSET MANAGEMENT INC.
GUIDICI WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OLD FORGE WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
VERITAS WEALTH MANAGEMENT
CITIZENS SECURITIES, INC.
BROOKWOOD INVESTMENT GROUP
MML INVESTORS SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
TRUEFOCUS FINANCIAL PARTNERS
EDWARD JONES
CORNERSTONE FINANCIAL MANAGEMENT LLC

Investors

GEORGE HADFIELD
BERNARD ALLAN POIRIER
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
JOHN P DAMIANO
SHAUN THOMAS SCOTT
Amanda Marie Chartier
MARK RYAN BOCCUZZI
MICHAEL D RUGGIERI
Robert Maurice Surprenant
JAMES VINCENT OSULLIVAN
RYAN N MELUCCI
MICHELE DIANE PRLICH
KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
Ricardo Almedia Jesuino
DANIEL ROBERT ANGELONE
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
MICHAEL K MATHEWS
MARK IRWIN KARNES
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI

Within 25 miles of East Greenwich, RI, Best Investors lists 177 registered investment advisory firms with 403 offices nearby, managing about $13.8T in combined regulatory AUM across 2,757,945 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 East Greenwich

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM