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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

NCU INVESTMENT SOLUTIONS
CITIZENS SECURITIES, INC.
AE WEALTH MANAGEMENT, LLC
EDWARD JONES
WEALTH MANAGEMENT RESOURCES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CB CAPITAL LLC
SANTANDER SECURITIES LLC
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

REID HARTLEY HANSEN
Michael P Hogan
RUSSELL ALBERT BOTVIN
Jacqueline Sue Prescott
ALEXANDER HUGH CABRAL
OLIVER RANDALL TUTT
ELIZA SIRADZE
Robert Joseph DAmico
Mario Encarnacion
ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
ANDREW JARED HARMON
Paolo F Catucci
KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
ARMAND GERARD COTE
Michelle Rose Cote
David Barry
CHRISTOPHER GREG BENOIT
DAVID ROGER MELLO
Mei Leung Dow
Alexis Katerina Hamada
RICHARD EDWARD BERGERON
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
JOHN PAUL BERNIER
Joseph Pate

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