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Best financial advisors in Pascoag, RI

Registered advisers within 25 miles of Pascoag, RI.

Offices
450
Firms
177
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,799,520 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MWA FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
HORACE MANN INVESTORS, INC.
LPL FINANCIAL LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
GENEOS WEALTH MANAGEMENT, INC.
KINTRA WEALTH, LLC
WESTCOTT INVESTMENT ADVISORS LLC
KEY INVESTMENT SERVICES LLC

Investors

MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
JULIE SPARROW
ALAN SANFORD HUGHES
JAMES MICHAEL THOMPSON
JUSTIN RYAN BROUILLARD
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
Benjamin Taylor Vincent
RAYMOND RONALD PERRY
DENISE MEDAGLIA
Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
Jonathan Mathews
NICHOLAS KENNETH OLSON
Brandon David Koehler
ALEESHA K. GRAHAM
Matthew Richard Bouthillette
JEFFREY NATHAN LARROW
Madhusudan Nambrath Nair
Matthew Sexton
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
GREGG CHARLES PARKER
NICHOLAS ALEXANDER LORING
CRYSTAL LEIGH WILD
David Edward DeBrot
WILLIAM SCOTT DINAN
GARY WAYNE PELOQUIN
Francis Randall
Owen M Doremus
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI

Within 25 miles of Pascoag, RI, Best Investors lists 177 registered investment advisory firms with 450 offices nearby, managing about $13.1T in combined regulatory AUM across 2,799,520 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 Pascoag

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