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Best financial advisors in North Smithfield, RI

Registered advisers within 25 miles of North Smithfield, RI.

Offices
623
Firms
257
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,126,622 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
AE WEALTH MANAGEMENT, LLC
NCU INVESTMENT SOLUTIONS
COMMONWEALTH FINANCIAL NETWORK
CB CAPITAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
SANTANDER SECURITIES LLC
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
SOWA FINANCIAL GROUP

Investors

ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
ANDREW JARED HARMON
Robert Joseph DAmico
Matthew Richard Bouthillette
CHRISTOPHER GREG BENOIT
Benjamin Taylor Vincent
David Barry
THOMAS P KING
JOHNPATRICK SQUILLACE
DANA R HOLMES
MAYANK GORADIA
MATTHEW DYLAN AROESTY
MATTHEW JOHN GREENE
LISA CASH-DOHERTY
PAUL MA
ALISON RACHEL GREEN
KRISANA VOSS
JULIAN MURCIA
PAULA JEAN FARRELL
DAVID ROGER MELLO
RICHARD EDWARD BERGERON
REID HARTLEY HANSEN
Michael P Hogan
RUSSELL ALBERT BOTVIN
Jacqueline Sue Prescott
ALEXANDER HUGH CABRAL
OLIVER RANDALL TUTT
ELIZA SIRADZE
Mario Encarnacion
Tamara Dayangami Wickramasinghe
Ian Donahue
ANGELA MARIE THOMSON
WILLIAM F O'DONNELL
ROSS FRANCIS GOBEILLE
RAYMOND JOSEPH ARRUDA
Amanda A Bartolini
PAUL MONTI SANTUCCI
Alan Ogunnaike
JOHN GARY FARLEY
Robert EUGENE Silva
STEVEN RAYMOND LUCAS
Garrett Beeley
Justin Legg
JENNIFER L FOGELL
Lisa DELUCA Grenon
JOSEPH BRYAN CARVER
ROBERT J LAFITTE
Christine D Richards
JOEL RUSSELL
NICHOLAS MASTROSTEFANO
Stephanie P Munoz
Keith Kureck
Karin PRISCILLA Dovey
KERRI CONVERSE
PHOEBE E PECK
MICHAEL BAALBAKI
Eric Browne
MARY J POTHIER
Robert CRAIG Klingensmith
ALEXANDER S LAFAZIA
JOSHUA M DUPREY
Isashei Ortiz
Jeremy Joseph Mazzola
Daniel J Gamboa Marty
William Edward Munnerlyn
Robert Wesley Heterick
Joseph Pate
DONALD JOSEPH SOWA
NATHAN LEE BEAUVAIS
STEVEN JAMES BEAUVAIS

Within 25 miles of North Smithfield, RI, Best Investors lists 257 registered investment advisory firms with 623 offices nearby, managing about $15.5T in combined regulatory AUM across 3,126,622 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 North Smithfield

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM