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Best financial advisors in W Greenwich, RI

Registered advisers within 25 miles of W Greenwich, RI.

Offices
385
Firms
164
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,757,726 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
REVUP CAPITAL
TRUEFOCUS FINANCIAL PARTNERS
CORNERSTONE FINANCIAL MANAGEMENT LLC
CAPITAL WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC

Investors

VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
MICHAEL K MATHEWS
DANIEL JAMES ESTES
Jason Anthony Silva
Ryan P Corry
JOHN MICHAEL SOUCY
EDWARD O QUINN
Owen James McMahon
JOSEPH ALAN ESPOSITO
Ricardo Almedia Jesuino
KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
RYAN N MELUCCI
MICHELE DIANE PRLICH
MARK DEXTRADEUR
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI
BERNARD ALLAN POIRIER
Zachary T Rucki
JOSHUA JOHN PARADIS
MICHAEL STEVEN GRAZIANO
Ryan Edward Gaumond
ERIK M WILCOX

Within 25 miles of W Greenwich, RI, Best Investors lists 164 registered investment advisory firms with 385 offices nearby, managing about $13.0T in combined regulatory AUM across 2,757,726 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 W Greenwich

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