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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

SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORACE MANN INVESTORS, INC.
AXIS WEALTH PARTNERS, LLC
FORBES FINANCIAL PLANNING, INC.
MARINER INDEPENDENT
LINCOLN CAPITAL CORPORATION
BALANCED WEALTH MANAGEMENT, LLC.
EDWARD JONES
D & P INVESTMENT ADVISORS, LTD.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ROBERTSON STEPHENS

Investors

Michael Barrett
JANET MARIE GOULART
ALEX ZELCK SMITH
JANE ELIZABETH MCAULIFFE
DANIEL PATRICK FORBES
CHRISTINE H CANAPARI
DANIEL ROBERT LEGAULT
MEGAN MCNEILL LOGEE
BRITTANY ALBERT MORAN
SEAN R. MCGUIRK
ALEXANDER REED ALBERT
ROBERT NICHOLAS AUCLAIR
WILLIAM BAKER HERBERT
Peter E Gobis
MICHAEL STEPHEN JILLING
MARK ROBERT PROVOST
STEVEN R FRAZIER
BRIAN PAUL MURPHY
Beth Lauren Korecky
JOSEPH PAUL MATONEY
MATTHEW SPRAGUE TURCO
LAURENCE ANDREW MCHUGH
SPENCER JOHN SEITZ
SAMANTHA DAWN SEITZ-ELSING
BRIAN JAMES BLACKERBY
Megan Theresa Grandmaison
HUNTER NORTE
CAROL BETH NULMAN
Michael R Catarina
MACKENZIE FEENEY
DONALD CHARLES HORNE

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