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Best financial advisors in Portsmouth, RI

Registered advisers within 25 miles of Portsmouth, RI.

Offices
395
Firms
165
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,779,482 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WEALTHCARE INVESTMENT PARTNERS LLC
BRAVE FAMILY ADVISORS
LATITUDE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
EDWARD JONES
SAVANT WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC

Investors

Donald Morrell Hartley
Stephen Minicucci
ROBERT HUGH BEESE
DAVID ROBERT MAILLOUX
BRIAN NORMAN CORRIVEAU
DEREK DOMOON DOO
RUSSELL FRANCIS WINTHROP
Nolan Robert Beattie
William Michael Swart
MARK CHRISTOPHER WOODS
DAVID J MACDONALD
Patrick Edward Galligan
Hillary Ann Feeney
DANIEL A GAMM
GREGORY MICHAEL SILVA
SHARON KAY MEEHAN
JOHN MICHAEL FINN
BENJAMIN FRASER FERNANDEZ
HECTOR RONALD RODRIGUEZ
STACEY WIEGAND TOLLEFSON
Katherine Annulli
RYAN PATRICK DONAHUE
JAMES A TOLLEFSON
Stephen M Senteio
DANIEL GERARD CORRIGAN
Maxwell A Khalfayan
SARAH ALTEMUS VANDERVEER LUI
ANDREW JOHN PARSONS
CHRISTINE M WINSLOW
RALPH T SALVATORE
Daniel Thomas Corrigan
Brendan James Solecki
ANTHONY GEORGE KUTSAFTIS
ANTHONY J KUTSAFTIS
CARRIE A MCNAIR
Stephen Randolph
JESSE RATHIER
BRENDA LYNN CALKINS
William John Nolan
Stephen R. Fernandes
ELISABETH HICKOX
Bradford C Corbett

Within 25 miles of Portsmouth, RI, Best Investors lists 165 registered investment advisory firms with 395 offices nearby, managing about $13.2T in combined regulatory AUM across 2,779,482 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 Portsmouth

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