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Best financial advisors in Smithfield, RI

Registered advisers within 25 miles of Smithfield, RI.

Offices
444
Firms
182
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,335,686 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

KINTRA WEALTH, LLC
EDWARD JONES
WEALTH MANAGEMENT RESOURCES, INC.
NCU INVESTMENT SOLUTIONS
GRAND STREET INVESTORS
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
TD PRIVATE CLIENT WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANTANDER SECURITIES LLC
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

NICHOLAS ALEXANDER LORING
CRYSTAL LEIGH WILD
David Edward DeBrot
WILLIAM SCOTT DINAN
Paolo F Catucci
KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
REID HARTLEY HANSEN
Michael P Hogan
RUSSELL ALBERT BOTVIN
Jacqueline Sue Prescott
ALEXANDER HUGH CABRAL
OLIVER RANDALL TUTT
ELIZA SIRADZE
Robert Joseph DAmico
Mario Encarnacion
THOMAS P KING
JOHNPATRICK SQUILLACE
DANA R HOLMES
MAYANK GORADIA
MATTHEW DYLAN AROESTY
MATTHEW JOHN GREENE
LISA CASH-DOHERTY
PAUL MA
ALISON RACHEL GREEN
KRISANA VOSS
JULIAN MURCIA
PAULA JEAN FARRELL
JULIE SPARROW
ALAN SANFORD HUGHES
CHARLES PHILLIP SMITH
EDWARD MARTINEZ
BRIAN ANDREW ARGIRO
Jared Greenberg
ALAN TESTA
SAMARA WALD
Alex D Burgjohann
RYAN J PINTO
Daniel R Fazah
Michael Joseph Bianco
JAMES THOMAS MEDEIROS
BETH ELLEN JAMES
MICHAEL PAUL SWEENEY
ROBERT ALLAN MARTUFI
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
Tamara Dayangami Wickramasinghe
Ian Donahue
ANGELA MARIE THOMSON
WILLIAM F O'DONNELL
ROSS FRANCIS GOBEILLE
RAYMOND JOSEPH ARRUDA

Within 25 miles of Smithfield, RI, Best Investors lists 182 registered investment advisory firms with 444 offices nearby, managing about $12.0T in combined regulatory AUM across 2,335,686 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 Smithfield

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM