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Best financial advisors in Jamestown, RI

Registered advisers within 25 miles of Jamestown, RI.

Offices
355
Firms
158
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,517 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
FIRST COMMAND ADVISORY SERVICES
PALLAS CAPITAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
SLOCUM, GORDON & CO. LLP
WELLS FARGO CLEARING SERVICES, LLC
MERLIN ASSET MANAGEMENT
FOX HILL WEALTH MANAGEMENT
TRANSWESTERN CAPITAL ADVISORS, LLC
YOUNG RICHARD C & CO LTD
FACTOR INVESTING GROUP
NEWEDGE ADVISORS
UBS FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
CLARO ADVISORS INC.

Investors

BRENDA LYNN CALKINS
William John Nolan
ELISABETH HICKOX
Christopher Robert Adam
ADAM ALEXANDER AVILA
GARRET MARK QUILLEN
RANDAL SCOTT POIRIER
WILLIAM FRANCIS RICHARD
JEFFREY L. GORDON
Michael Patrick Moeller
HANNAH MARIE MCNOMEE
GREGORY PATRICK FATER
CHRISTOPHER PETER YALANIS
DARCY FAY COYLE
ANDRE LOUIS FREITAS
CHARLES A EDENBACH
MICHAEL OBUCHOWSKI
CAROLANN Doherty BROWN
CHRISTOPHER JOHN STACK
ANGELA GARCIA
Justin Charles Silvia
RICHARD CARLYLE YOUNG
VICTOR JOSEPH MELFA
JASON LEONARD BERTSCH
IAN SCOTT GERRIOR
TERENCE JOSEPH GLACKIN
KATHERINE KEHLER FARNHAM
ANTHONY LOUIS CERINO
JAMES A HILTON, SR.
Vasileios Izanidis
MARJA SWEET
BRIAN JAMES MEGLEY
DAVID PATRICK LOFTUS
Frederick Abrams Bellows
NICHOLAS MANNUEL DESOUSA

Within 25 miles of Jamestown, RI, Best Investors lists 158 registered investment advisory firms with 355 offices nearby, managing about $13.0T in combined regulatory AUM across 2,777,517 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 Jamestown

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