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Best financial advisors in Pawtucket, RI

Registered advisers within 25 miles of Pawtucket, RI.

Offices
512
Firms
205
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,375,792 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

GRAND STREET INVESTORS
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CORNERSTONE INVESTMENT SERVICES
JW THOMPSON INVESTMENTS LLC
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
AXIS WEALTH PARTNERS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PATHSTONE

Investors

DAVID MARTIN REVILLE
BARBARA JEAN RICH
PAUL MICHAEL TEIXEIRA
William Mortimer Conlan
PHEOPHANH LEPKHAM
RICHARD H BUCKLEY
GABRIEL NICHOLAS DEFEO
Alexas Marie Cabral
David Robert Bolton
Michael CAPALBO
Christopher John Dandeneau
KEVIN DOUGLAS GATES
KERRY WILSON
Karen Brunner Lemke
JASON M PLATT
Michael Robert Ferrie
JOSHUA JON WELLS
MANUEL RAPOSA REZENDES
Michael C Curtis
JOHN WILLIAM THOMPSON
JOHN WILLIAM THOMPSON
EDWARD VIAR
MICHAEL G LEONARDO
Marc Robert Bastien
SEAN P DURKIN
DANIEL DA PONTE
MATTHEW WILLIAM SWEET
EMANUEL JAMES PINHEIRO
JOSHUA SOUSA PACHECO
THOMAS RICHARD BRYAN
CHANCELLOR F J HARKINS
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
MATTHEW ANDREW THIBAULT
TIMOTHY PATRICK DEVLIN
ARTHUR XAVIER DUFFY
MARK WILLIAM SMITH

Within 25 miles of Pawtucket, RI, Best Investors lists 205 registered investment advisory firms with 512 offices nearby, managing about $11.9T in combined regulatory AUM across 2,375,792 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 Pawtucket

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