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Best financial advisors in Middletown, RI

Registered advisers within 25 miles of Middletown, RI.

Offices
348
Firms
157
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,512 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL INDEPENDENCE, LLC
MML INVESTORS SERVICES, LLC
GLADSTONE WEALTH PARTNERS
INTEGRATED WEALTH CONCEPTS LLC
EFFICIENT CAPITAL STRATEGIES, LLC
EDWARD JONES
INCOME ASSOCIATES
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
J.P. MORGAN SECURITIES LLC
CASTER AND COMPANY, INC.
ARLEN CAPITAL, LLC
BENTLEY WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

RICK WALTER CAMPBELL
DONNA TURCOTTE CACCIA
Raymond Walter Gutowski
JOHNNY CORDEIRO
John Edward Leary
KURT HIRUM JAMIEL
JOHN DOMENIC ALESSANDRO
WILLIAM JOHN HORN
timothy andrew vieth
Daniel Raymond Rose
Shawn Peter Juenger
STEPHEN ROBERT KARAM
MARGARET A CASTER
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

Within 25 miles of Middletown, RI, Best Investors lists 157 registered investment advisory firms with 348 offices nearby, managing about $13.0T in combined regulatory AUM across 2,777,512 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 Middletown

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