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Best financial advisors in Rockville, RI

Registered advisers within 25 miles of Rockville, RI.

Offices
257
Firms
104
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,630,273 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
PROFESSIONAL PLANNING GROUP
WASHINGTON TRUST ADVISORS
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FIRST FINANCIAL ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NAPATREE CAPITAL LLC
BRADLEY FOSTER & SARGENT INC
EDWARD JONES
AURORA PRIVATE WEALTH, INC.
BREACHWAY INVESTMENTS, LLC

Investors

DANIEL JAMES ESTES
PHILIP MARTIN OVERTON
TODD JOSEPH WOKOSKE
BRYAN DAVID PITNEY
David Gabriel Aballo
PATRICK JOSEPH CONNELLY
ERIC MATTHEW WILSON
PETER CLEGG WALLACE
CHRISTOPHER GILMAN WALLACE
ANDREA MICHELLE SPIETH
James Maynard
STEPHEN CHARLES POPLASKI
AARON PLEAU WADE
Larry Matthew Henderson
Holland M Rajaniemi
MAURA ROSE LAUDONE
WAYNE ALLAN LAGASSE
RICHIA LYNN ALLEN
BENJAMIN MATTHEW HOWARTH
Kathleen M Walsh
Theresa Daly
MATTHEW JOSEPH CUNNINGHAM
PETER BRIAN ROBINSON
Neil Scott Anthes
Thomas Vincent Minuto
GERALDINE BUTERA CUNNINGHAM
AARON MICHAEL SIMMONS
MICHAEL DOMINICK MOSES
MATTHEW RUSSELL LANDON
JEFFREY MICHAEL LIGUORI
Shawn Peter Juenger
John H Chapel
Joseph P Curran

Within 25 miles of Rockville, RI, Best Investors lists 104 registered investment advisory firms with 257 offices nearby, managing about $11.4T in combined regulatory AUM across 2,630,273 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 Rockville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM