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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

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
ARLEN CAPITAL, LLC
BENTLEY WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
INTEGRATED WEALTH CONCEPTS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
INTEGRITY ADVISORY SOLUTIONS
FINANCIAL INDEPENDENCE, LLC
GLOBAL RETIREMENT PARTNERS LLC

Investors

SEAN DREWNIAK
MOLLY CARDOSO
DAVID REID MATERNE
DAVID BOGOSIAN
DANIEL PATRICK DEHONEY
JAMES NEIL ZAMIL
Aaron Michael Hurst
RONALD PAUL KASHMANIAN
THOMAS JOSEPH BOTTONE
Bradford Valois
Christian James Tinory
JOHN LUCIEN KASHMANIAN
ADAM MCCRYSTAL SULLIVAN
DAVID A NABB
PETER ANTHONY SULLIVAN
FRANK PETER MCGOFF
David Paul DiSanto
ROBERT ALBERT D'AMICO
JAMES MARTIN
Gregory Paul Rodger
FRANK THOMAS SCIUTO
WILLIAM ROBERT PIROLLI
THOMAS NICHOLAS FORSYTHE
JOHN J BROUGH
EMILIO NICOLA COLAPIETRO
GINA MARIE DEVECCHIS
Peter Michael Gervais
FRANK FALCONE PREVITI
CYNTHIA MARIE DEAN
Eric James Palombo
TIMOTHY MICHAEL MC GRAW
PHILLIP KING NUTTING
ABBE ELIZABETH LASSOW
STEPHEN RAY BUCKNAM
DAVID LOUIS GIOFFREDA
WILLIAM FREDERICK SLANEY
DONALD JOSEPH MASSEUR
PHILLIP KENNEDY ESTEBAN
Ian Anderson
Brian Fuller
ARTHUR JOSEPH COLELLO
DONALD CHARLES HORNE
MICHAEL ROBERT TOOLE
Erik John Johnson
RICHARD V. DIGENNARO
Abbie R Piper
Keith David Noyes
Brian John Cacace
Jonathan Coleman
HEATHER LYN KENDRA
Sarah A Kendra
MICHAEL LEO KENDRA
Jonathan Pelletier
JOSEPH ALOYSIUS REIDY
HARRY MICHEL ROMAIN
Yamilka Jimenez
ETHAN Gregory NARDUCCI
Eric M Gomes
TRACY SCOT CAHILL
Roger Quintin
Michael Anthony Bontempo
Ryan Adam Gold
Karen Finlan
Sean David Sullivan
JOSEPH ARAUJO MEDEIROS
RICHARD PHILIP BEAULIEU
RYAN THOMAS MEYER
JOHN MICHAEL GAUTREAUX
RULLA NEHME PONTARELLI
MICHAEL JOSEPH HARRINGTON
MARY KATHERINE BRIMER
BRENDON B PIERCE
MARCIN W KROLIKOWSKI
Marenglen Elezi
CHRISTOPHER ALAN BEAULIEU
WALTER J NENCKA
ALFONSO J CUMPLIDO
Max Stobbart Shapiro
MacKenzie Douglas Campbell
MARK ALLEN LAVALLEE
Kevin Pierro
JAMES FRANCIS SAMPSON

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