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Best financial advisors in Harrisville, RI

Registered advisers within 25 miles of Harrisville, RI.

Offices
557
Firms
218
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,803,391 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
NCU INVESTMENT SOLUTIONS
CITIZENS SECURITIES, INC.
AE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CB CAPITAL LLC
KINTRA WEALTH, LLC
SANTANDER SECURITIES LLC
WEALTH MANAGEMENT RESOURCES, INC.
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Benjamin Taylor Vincent
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
JULIE SPARROW
ALAN SANFORD HUGHES
Matthew Richard Bouthillette
THOMAS P KING
JOHNPATRICK SQUILLACE
DANA R HOLMES
MAYANK GORADIA
MATTHEW DYLAN AROESTY
MATTHEW JOHN GREENE
LISA CASH-DOHERTY
PAUL MA
ALISON RACHEL GREEN
KRISANA VOSS
JULIAN MURCIA
PAULA JEAN FARRELL
Robert Joseph DAmico
ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
ANDREW JARED HARMON
REID HARTLEY HANSEN
Michael P Hogan
RUSSELL ALBERT BOTVIN
Jacqueline Sue Prescott
ALEXANDER HUGH CABRAL
OLIVER RANDALL TUTT
ELIZA SIRADZE
Mario Encarnacion
David Barry
DAVID ROGER MELLO
CHRISTOPHER GREG BENOIT
NICHOLAS ALEXANDER LORING
CRYSTAL LEIGH WILD
David Edward DeBrot
WILLIAM SCOTT DINAN
RICHARD EDWARD BERGERON
Tamara Dayangami Wickramasinghe
Ian Donahue
KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
ANGELA MARIE THOMSON
WILLIAM F O'DONNELL
ROSS FRANCIS GOBEILLE
RAYMOND JOSEPH ARRUDA

Within 25 miles of Harrisville, RI, Best Investors lists 218 registered investment advisory firms with 557 offices nearby, managing about $14.9T in combined regulatory AUM across 2,803,391 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 Harrisville

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM