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Best financial advisors in Hope Valley, RI

Registered advisers within 25 miles of Hope Valley, RI.

Offices
267
Firms
106
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,630,471 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
D & P INVESTMENT ADVISORS, LTD.
LPL FINANCIAL LLC
EDWARD JONES
EAGLE STRATEGIES LLC
TRUEFOCUS FINANCIAL PARTNERS
CORNERSTONE FINANCIAL MANAGEMENT LLC
MCGUIRE WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Ricardo Almedia Jesuino
KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
MICHAEL STEPHEN JILLING
MARK ROBERT PROVOST
STEVEN R FRAZIER
BRIAN PAUL MURPHY
Beth Lauren Korecky
MATTHEW SPRAGUE TURCO
LAURENCE ANDREW MCHUGH
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI
DENNIS PATRICK MCGUIRE
SEAN MICHAEL MCGUIRE
DENNIS PATRICK MCGUIRE
JOSEPH PAUL MATONEY
THOMAS MASON HALL
SPENCER JOHN SEITZ
SAMANTHA DAWN SEITZ-ELSING
BRIAN JAMES BLACKERBY
Blake Charles Lane
Patrick Edward Galligan
Christy Cihat
James H Ward
Michael C. Paolino

Within 25 miles of Hope Valley, RI, Best Investors lists 106 registered investment advisory firms with 267 offices nearby, managing about $11.4T in combined regulatory AUM across 2,630,471 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 Hope Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM