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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
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PLANMEMBER SECURITIES CORPORATION
CCM INVESTMENT MANAGEMENT, LLC
LPL ENTERPRISE, LLC
CHARLES J. MEANS & CO., LLC
TLG ADVISORS, INC.
OSAIC WEALTH, INC.
MARSTONE LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AXIS WEALTH PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BARRY INVESTMENT ADVISORS, LLC

Investors

AARON JACK SIMON
WILLIAM BENTON PYLES
JAIME RHEAUME
Jeremy Cox
JOHN JOSEPH NUNES
Nathaniel B Wojcik
Stephen R Vachon
Daniel E. Dudemaine
SAMUEL M RAHEB
Andrew Richard Sylvia
CHAD CLAYTON MELLO
Gilbert J Medeiros
VIRGIL SALES
CHARLES JEFFRIES MEANS
VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
Mason McKinnie
TREY HAROLD WHALLEY
MARGARET JOSEPHINE HARTIGAN
PAUL NICHOLAS PETRONELLI
PAULA MARIE TAVARES
William BARRY Vincente
James Edward Miles
MICHAEL G LEONARDO
Marc Robert Bastien
SEAN P DURKIN
DANIEL DA PONTE
MATTHEW WILLIAM SWEET
EMANUEL JAMES PINHEIRO
JOSHUA SOUSA PACHECO
THOMAS RICHARD BRYAN
WHITNEY Erin HOLLAND
ELIZABETH MCGRATH GARVEY
PATRICK JOHN BARRY
Andrew Joseph Straus
KATHY ANN ALVES
BETHANY LYNN PARKER
Tyler Cedric Craig
JOSEPH MICHAEL BARRY

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