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Best financial advisors in Exeter, RI

Registered advisers within 25 miles of Exeter, RI.

Offices
372
Firms
161
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,693,408 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PLANMEMBER SECURITIES CORPORATION
WEALTH MANAGEMENT RESOURCES, INC.
GRAND STREET INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
MML INVESTORS SERVICES, LLC
CORNERSTONE INVESTMENT SERVICES
JW THOMPSON INVESTMENTS LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
MORGAN STANLEY
LPL ENTERPRISE, LLC
HORACE MANN INVESTORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CHANCELLOR F J HARKINS
ANNE MARIE SENERCHIA
ADAM HECHT
MEGHAN C BARCLAY
BENJAMIN WEBB TUTHILL
Stephen R Vachon
KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
Nathaniel B Wojcik
SAMARA WALD
JAMES JOSEPH RAIOLA
Michael C Curtis
JOHN WILLIAM THOMPSON
JOHN WILLIAM THOMPSON
Karen Brunner Lemke
RYAN J PINTO
Daniel R Fazah
Michael Joseph Bianco
KERRY WILSON
EDWARD VIAR
Lizabeth L Drega
MELISSA SUE DERRICK
ROBERT JOSEPH PATTEN
GAIL DEMICHIELL
ROBERT JOHN SARTORI
DAVID C VOLPE
ROBERT JOHN TASSONE
THOMAS DONALD WRIGHT
JOHN PAUL MORALES
PETER ELIOT BERGENDAHL
WILLIAM JOHN CANNING
ANTONIO THOMAS GIULIANI
BRENDA J AYERS
MARK CHRISTOPHER BENEDICT
BENJAMIN R TOMCZAK
BRUCE GIGUERE
David M Davtian
JEFFREY NATHAN LARROW
Rebecca L Rice
Santino Funaro
Richard L Sullivan
Wayne Edward Devoe
JOSEPH R MARIANI
Richard MICHAEL Strickley
MELISSA JEAN MARR
DEREK SCOTT PIRRUCCELLO
Todd M O Donnell
Kathryn Gilmore
NICHOLAS STEPHEN BOSCO
SETH R PANUCCI
Raymond Mortali
Chloe Cahill
Matthew Carney
Cathy A Frausini
JACQUELIN M ROSSI
THOMAS JOHN MCBRIDE
KARIANN WALKER
NISHANT SAHOO
JAMES ALLEN NOONAN
David Schrage
CHRISTOPHER LEE HOLLOWAY
Brandi L Harrington
Dominic Joseph Carfora
DWAYNE CEDRIC STALLINGS

Within 25 miles of Exeter, RI, Best Investors lists 161 registered investment advisory firms with 372 offices nearby, managing about $13.0T in combined regulatory AUM across 2,693,408 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 Exeter

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