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Best financial advisors in New Shoreham, RI

Registered advisers within 25 miles of New Shoreham, RI.

Offices
72
Firms
37
Combined AUM
$9.12T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,367,054 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AURORA PRIVATE WEALTH, INC.
BREACHWAY INVESTMENTS, LLC
EDWARD JONES
FENWAY PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAPATREE CAPITAL LLC
BRADLEY FOSTER & SARGENT INC
LPL FINANCIAL LLC
FIRST FINANCIAL ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
D & P INVESTMENT ADVISORS, LTD.

Investors

EDWARD FRANCIS HAYDE
John H Chapel
Joseph P Curran
Shawn Peter Juenger
Thomas Gardiner
Leah Ann Gardiner
Theresa Daly
GUY CHRISTIAN RIZZO
Kathleen M Walsh
AARON MICHAEL SIMMONS
MICHAEL DOMINICK MOSES
MATTHEW RUSSELL LANDON
JEFFREY MICHAEL LIGUORI
Christy Cihat
James H Ward
Michael C. Paolino
MATTHEW CARTER CROOK
EDMUND JOHN BROCK
MATTHEW JOSEPH CUNNINGHAM
PETER BRIAN ROBINSON
Neil Scott Anthes
Thomas Vincent Minuto
GERALDINE BUTERA CUNNINGHAM
Beth Lauren Korecky
MICHAEL STEPHEN JILLING

Within 25 miles of New Shoreham, RI, Best Investors lists 37 registered investment advisory firms with 72 offices nearby, managing about $9.12T in combined regulatory AUM across 2,367,054 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 New Shoreham

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM