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Best financial advisors in SMITHFILED, RI

Registered advisers within 25 miles of SMITHFILED, RI.

Offices
1
Firms
1
Combined AUM
$108M
Firm-wide filings, not assets booked only here
Clients
70
70 clients when Item 5C has a number
Avg / client
$1.54M
Combined AUM ÷ clients

Nearby offices

Firms

NCU INVESTMENT SOLUTIONS

Investors

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

Within 25 miles of SMITHFILED, RI, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $108M in combined regulatory AUM across 70 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 SMITHFILED

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

1 NCU INVESTMENT SOLUTIONS 70 clients · 9 advisers $108M AUM