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Best financial advisors in Prudence Island, RI

Registered advisers within 25 miles of Prudence Island, RI.

Offices
389
Firms
165
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,616 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Donald Morrell Hartley
Stephen Minicucci
DAVID ROBERT MAILLOUX
BRIAN NORMAN CORRIVEAU
DEREK DOMOON DOO
RUSSELL FRANCIS WINTHROP
Nolan Robert Beattie
ROBERT HUGH BEESE
DANIEL A GAMM
GREGORY MICHAEL SILVA
CARRIE A MCNAIR
MARK CHRISTOPHER WOODS
DAVID J MACDONALD
Patrick Edward Galligan
Hillary Ann Feeney
STACEY WIEGAND TOLLEFSON
Katherine Annulli
RYAN PATRICK DONAHUE
JAMES A TOLLEFSON
Stephen Randolph
JESSE RATHIER
SHARON KAY MEEHAN
JOHN MICHAEL FINN
BENJAMIN FRASER FERNANDEZ
HECTOR RONALD RODRIGUEZ
BRENDA LYNN CALKINS
William John Nolan
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
Bradford C Corbett
ANTHONY CHARLES CARUSO
RASHID MAHMOOD
JOSEPH EVERETT KOLB
Bryan H Dunphy
RICHARD E SHELTON

Within 25 miles of Prudence Island, RI, Best Investors lists 165 registered investment advisory firms with 389 offices nearby, managing about $13.0T in combined regulatory AUM across 2,777,616 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 Prudence Island

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