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Best financial advisors in No Providence, RI

Registered advisers within 25 miles of No Providence, RI.

Offices
477
Firms
196
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,375,151 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANTANDER SECURITIES LLC
CITIZENS SECURITIES, INC.
TD PRIVATE CLIENT WEALTH LLC
GRAND STREET INVESTORS
EAGLE STRATEGIES LLC
SK WEALTH MANAGEMENT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
STRATEGICPOINT INVESTMENT ADVISORS LLC
PATHSTONE
NEWMAN DIGNAN & SHEERAR, INC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.

Investors

Mario Encarnacion
Jacquelyn M Miller
RYAN J PINTO
Daniel R Fazah
Michael Joseph Bianco
SAMARA WALD
DAVID MARTIN REVILLE
KEVIN DOUGLAS GATES
Andrew James Cayer
JASON ERIC ARCHAMBAULT
MACKENZIE MOEN RICHARDS
Andrew Travis Wong
TIMOTHY GRANVILLE MCCAHAN
Lorne a Adrain
MICHELLE L MENDES
MATTHEW JOHN RAPOSO
JONATHAN LEE GALEGO
William Mortimer Conlan
PHEOPHANH LEPKHAM
CHARLES PHILLIP SMITH
EDWARD MARTINEZ
BARBARA JEAN RICH
PAUL MICHAEL TEIXEIRA
RICHARD JOSEPH ANZELONE
TARA L. BUDLONG
DEREK MICHAEL AMEY
KRISTINA MARIE MELLO
AARON CHARLES REYNOLDS
SEAN MICHAEL GILES
MATTHEW ANDREW THIBAULT
TIMOTHY PATRICK DEVLIN
ARTHUR XAVIER DUFFY
MARK WILLIAM SMITH
JOHN PAUL SHEERAR
EDWARD DAVID BUXTON
Robert Parker Moffett
ERIK S MANCHESTER
WILLIAM NEWMAN
RICHARD EDWARD CAVANAGH
DANIEL DAVID SAMSON
LeEric Daye
JULIO MURGA
JEFFREY MICHAEL CAUSEY
Julie E Warren
Erin Lyn Alves
John Andrew Gulino
PETER LOUIS MUREDDU
William Anderson Harig
JORDAN PABLO PAVLIDES
SASHA CESEN
Marcio Martins
CINDY ANN RYAN
LOUIS JUDE DELORENZO
PAUL DIAZ MCDONOUGH
BRANDI-LEIGH JOAQUIN
Courtney Elizabeth Mahoney
Gerd Jon Bents
ROBERT LEO BOURGAULT
MAUREEN ELIZABETH KERRIGAN
MICHAEL TIMOTHY DROUGHT
James Leo Carlisle
SARAH ANN PAIVA
PRESCOTT THOMAS WING
CHRISTOPHER M KENNEDY
WILLIAM JOHN BAUGH
CHRISTOPHER CONRAD ERICKSON
Lisa Listro
GREGORY HUNTER DUDZIK
JAMES ERWIN WING
JOSEPH ANTHONY ABBATE
DANIEL PATRICK KENNEDY
RICHARD ERNEST DICHIARO
Arsenio Henry Borges
PETER JAMES CORSI
GREGORY ALAN VOIGT
JAMES LYNN
JANET MARIE GOGLIA
JENNY B ANDERSSON
KATIE LYNN RANNEY
KARA LEE MUSELER
Thomas J Sheehan
DENISE I KOWALEWSKI
ANTONIO L OLIVEIRA
ELIZABETH CUMMINS
Eric Milhoua
LAUREN MARIA BRENNAN
CODY MONROE BURNETT
GARY LEE ZAHAKOS
Ryann N Kilgore
EMMANUEL A CURLING
Hana Couture
Neal Brian Engesetter
NANCY ANN PASQUARIELLO
NATHAN JAMES HICKNEY
Bryan Collins
JOSEPH PASQUALE TAMBURINI
JENNIFER E HICKNEY

Within 25 miles of No Providence, RI, Best Investors lists 196 registered investment advisory firms with 477 offices nearby, managing about $11.9T in combined regulatory AUM across 2,375,151 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 No Providence

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM