Best Investors Account Sign in

Best financial advisors in Rumford, RI

Registered advisers within 25 miles of Rumford, RI.

Offices
524
Firms
214
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,464,864 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CHARLES J. MEANS & CO., LLC
GRAND STREET INVESTORS
MML INVESTORS SERVICES, LLC
TLG ADVISORS, INC.
UPPER90
WEYBOSSET RESEARCH & MANAGEMENT, LLC
BLUE CHIP FINANCIAL ADVISORS, LLP
PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
SIGNET INVESTMENT ADVISORY GROUP, INC.
CRESTWOOD ADVISORS
BLUE FIN CAPITAL, INC.
WASHINGTON TRUST ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

GABRIEL NICHOLAS DEFEO
Alexas Marie Cabral
KIRSTEN A. BAGAGLIA
CHARLES JEFFRIES MEANS
DAVID MARTIN REVILLE
JAMES JOSEPH RAIOLA
Mason McKinnie
FLA LEWIS
JUSTIN EDWARD DEUTSCH
JUDITH P HIGGINS
CLIFFORD J DECK
MICHAEL THOMAS MORETTI
WILLIAM M DELMAGE
JOHN ANGELO LEMME
JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG
DAVID VON HEMERT
LINDA JANE JAMISON
PETER MEEHAN HUNT
JOHN GEDDES PARSONS
JENNA MARIE LEWIS
Tyler M. Khalfayan
Vito Joseph Capuano
Erin Beaton
ROBERTA MARIE CAPUANO
J MICHAEL COSTELLO
DONALD JEROME CLARKE
KARIN ELIZABETH ISHERWOOD COULTER
RICHARD FRANCIS CAROLAN
MARS JONATHAN BISHOP
ANDREA KELLY MCNAMARA
Donald Raymond Previe
ROBERT LOUIS CAPONE

Within 25 miles of Rumford, RI, Best Investors lists 214 registered investment advisory firms with 524 offices nearby, managing about $13.0T in combined regulatory AUM across 2,464,864 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 Rumford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T 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