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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

INNOVATION PARTNERS LLC
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
EDWARD JONES
SOUTH COAST PLANNING & WEALTH MANAGEMENT
SUCCESSFUL MONEY STRATEGIES INC
NORTHEAST CAPITAL MANAGEMENT, INC.
OSAIC INSTITUTIONS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
SOWELL MANAGEMENT
LPL FINANCIAL LLC

Investors

Robert Stephen Bancroft
Eric Mauricio
JOSE MANUEL MATOS
BERTO CABRAL
Edward Burnett
Zachary James Costa
TRACY LYNN BAKER
KIMBERLY ANNE BUTTERFIELD
RICHARD CHARLES BASSETT
JOSEPH ALLAN MARSHALL
THOMAS ROBERT PIPPITT
NATHAN M RICHARD
BRENDEN TIMOTHY BOWERS
MARK SAVASTANO
JOSHUA DAVID WOERDEMAN
NEAL BORGES
JILLIAN MARIE BLANCHARD
THOMAS JOSEPH PAVLOVICH
Peter J Serino
CARRIE A MCNAIR
Stephen Randolph
JESSE RATHIER
JOHN A VARAO
DEREK JOHN VARAO
Daniel Silva Pinheiro
DENNIS JUDE O'KEEFE
Edward Thomas Armstrong
Andrea Marie Tremblay
ROGER H SAINT-PIERRE
JOHN LESTER PIGEON
Sherri Lynn Curria
JON BUNDE SKOV
RANDI LAURA GIBBONS
NICHOLAS MICHAEL DADDONA
STEPHEN ROBERT KARAM
Bryan H Dunphy
RICHARD E SHELTON

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