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Best financial advisors in Misquamicut, RI

Registered advisers within 25 miles of Misquamicut, RI.

Offices
133
Firms
59
Combined AUM
$9.96T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,428,951 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
FENWAY PARTNERS, LLC
EDWARD JONES
NAPATREE CAPITAL LLC
BRADLEY FOSTER & SARGENT INC
FIRST FINANCIAL ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROFESSIONAL PLANNING GROUP
MML INVESTORS SERVICES, LLC
WASHINGTON TRUST ADVISORS
LPL ENTERPRISE, LLC
AURORA PRIVATE WEALTH, INC.
VICUNA ADVISORS

Investors

Theresa Daly
Kathleen M Walsh
WAYNE ALLAN LAGASSE
RICHIA LYNN ALLEN
Thomas Gardiner
Leah Ann Gardiner
AARON MICHAEL SIMMONS
MICHAEL DOMINICK MOSES
MATTHEW RUSSELL LANDON
JEFFREY MICHAEL LIGUORI
MATTHEW JOSEPH CUNNINGHAM
PETER BRIAN ROBINSON
Neil Scott Anthes
Thomas Vincent Minuto
GERALDINE BUTERA CUNNINGHAM
TODD JOSEPH WOKOSKE
BRYAN DAVID PITNEY
David Gabriel Aballo
PATRICK JOSEPH CONNELLY
ERIC MATTHEW WILSON
PETER CLEGG WALLACE
CHRISTOPHER GILMAN WALLACE
ANDREA MICHELLE SPIETH
MAURA ROSE LAUDONE
James Maynard
STEPHEN CHARLES POPLASKI
AARON PLEAU WADE
Larry Matthew Henderson
PHILIP MARTIN OVERTON
John H Chapel
Shawn Peter Juenger
THOMAS EDWARD ROBARGE

Within 25 miles of Misquamicut, RI, Best Investors lists 59 registered investment advisory firms with 133 offices nearby, managing about $9.96T in combined regulatory AUM across 2,428,951 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 Misquamicut

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM