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Best financial advisors in Saunderstown, RI

Registered advisers within 25 miles of Saunderstown, RI.

Offices
357
Firms
158
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,693,484 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ROBERTSON STEPHENS
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CLARO ADVISORS INC.
TRUEFOCUS FINANCIAL PARTNERS
EDWARD JONES
CORNERSTONE FINANCIAL MANAGEMENT LLC
WICKFORD WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
MCGUIRE WEALTH MANAGEMENT
EAGLE STRATEGIES LLC

Investors

WILLIAM FRANCIS RICHARD
Michael R Catarina
MACKENZIE FEENEY
DONALD CHARLES HORNE
THOMAS ANTHONY DE NICOLA
Megan Theresa Grandmaison
HUNTER NORTE
CAROL BETH NULMAN
LEO PETER VARRIALE
MATTHEW WAYNE RICCI
WAYNE ANTHONY RICCI
Wendy Ann Johnson
STUART LEE PETERSON
DANIEL JOSEPH CARNEY
Frederick William Arbusto
Ryan M Vaughn
NICHOLAS MANNUEL DESOUSA
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI
SPENCER JOHN SEITZ
SAMANTHA DAWN SEITZ-ELSING
BRIAN JAMES BLACKERBY
JOSEPH PAUL MATONEY
Leslie A Pierini
JOSEPH EVERETT KOLB
Blake Charles Lane
Patrick Edward Galligan
THOMAS MASON HALL
DENNIS PATRICK MCGUIRE
SEAN MICHAEL MCGUIRE
DENNIS PATRICK MCGUIRE
MATTHEW SPRAGUE TURCO

Within 25 miles of Saunderstown, RI, Best Investors lists 158 registered investment advisory firms with 357 offices nearby, managing about $13.0T in combined regulatory AUM across 2,693,484 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 Saunderstown

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