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Best financial advisors in Little Compton, RI

Registered advisers within 25 miles of Little Compton, RI.

Offices
347
Firms
154
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,539 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

BRAVE FAMILY ADVISORS
J.P. MORGAN SECURITIES LLC
LATITUDE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
SANTANDER SECURITIES LLC
CAPITAL ANALYSTS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
SAVANT WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
FOX HILL WEALTH MANAGEMENT
TRANSWESTERN CAPITAL ADVISORS, LLC
FACTOR INVESTING GROUP
OSAIC WEALTH, INC.

Investors

William Michael Swart
Stephen R. Fernandes
MARK CHRISTOPHER WOODS
DAVID J MACDONALD
Christopher J Fraine
Jordan Joseph Perdigao
Patrick Edward Galligan
Hillary Ann Feeney
SHARON KAY MEEHAN
JOHN MICHAEL FINN
BENJAMIN FRASER FERNANDEZ
HECTOR RONALD RODRIGUEZ
Stephen M Senteio
DANIEL GERARD CORRIGAN
Maxwell A Khalfayan
SARAH ALTEMUS VANDERVEER LUI
ANDREW JOHN PARSONS
CHRISTINE M WINSLOW
RALPH T SALVATORE
Daniel Thomas Corrigan
Brendan James Solecki
ANTHONY GEORGE KUTSAFTIS
ANTHONY J KUTSAFTIS
STACEY WIEGAND TOLLEFSON
Katherine Annulli
RYAN PATRICK DONAHUE
JAMES A TOLLEFSON
DANIEL A GAMM
GREGORY MICHAEL SILVA
Donald Morrell Hartley
Stephen Minicucci
KELSEY SORENSEN HYMAN
ROBERT HUGH BEESE
CAROLANN Doherty BROWN
VICTOR JOSEPH MELFA
IAN SCOTT GERRIOR
TERENCE JOSEPH GLACKIN

Within 25 miles of Little Compton, RI, Best Investors lists 154 registered investment advisory firms with 347 offices nearby, managing about $13.0T in combined regulatory AUM across 2,777,539 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 Little Compton

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