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Best financial advisors in Providence, RI

Registered advisers within 25 miles of Providence, RI.

Offices
527
Firms
216
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,169,402 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

MARSTONE LLC
POINT JUDITH MANAGEMENT COMPANY, LLC
UNISON
BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
PLUM POINTE WEALTH MANAGEMENT
NEW MAJORITY CAPITAL MANAGEMENT LLC
LODESTAR WEALTH, LLC
FOURSTAR WEALTH ADVISORS, LLC
EAGLE STRATEGIES LLC
ALLWORTH FINANCIAL, L.P.
1ST DISCOUNT BROKERAGE, INC.
SIGNET INVESTMENT ADVISORY GROUP, INC.
CRESTWOOD ADVISORS
UPPER90
HAVE RIA, INC.
EFFICIENT CAPITAL STRATEGIES, LLC
ELIOT ROSE WEALTH MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
TLG ADVISORS, INC.

Investors

MARGARET JOSEPHINE HARTIGAN
NIR KAISSAR
BRIAN SCOTT DUNCKLEY
JAMES J TAVARES
BRYAN P PRINCIPE
Sheri Ann Hendricks
Edward S Pegram
JEFFREY EDWARD BOGOSIAN
NED JOSEPH PASCUCCI
Tyler M. Khalfayan
Vito Joseph Capuano
Erin Beaton
ROBERTA MARIE CAPUANO
J MICHAEL COSTELLO
DONALD JEROME CLARKE
KARIN ELIZABETH ISHERWOOD COULTER
JONATHAN DAVID KUCZMARSKI
JASON ELIOT SIPERSTEIN
George F Kilborn
Mason McKinnie

Within 25 miles of Providence, RI, Best Investors lists 216 registered investment advisory firms with 527 offices nearby, managing about $15.9T in combined regulatory AUM across 3,169,402 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 Providence

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM