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Best financial advisors in Wakefield, RI

Registered advisers within 25 miles of Wakefield, RI.

Offices
237
Firms
104
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,646,292 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

D & P INVESTMENT ADVISORS, LTD.
LPL FINANCIAL LLC
EDWARD JONES
EAGLE STRATEGIES LLC
MCGUIRE WEALTH MANAGEMENT
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ROBERTSON STEPHENS

Investors

MICHAEL STEPHEN JILLING
MARK ROBERT PROVOST
STEVEN R FRAZIER
BRIAN PAUL MURPHY
Beth Lauren Korecky
MATTHEW SPRAGUE TURCO
LAURENCE ANDREW MCHUGH
Christy Cihat
James H Ward
Michael C. Paolino
MATTHEW CARTER CROOK
EDMUND JOHN BROCK
DENNIS PATRICK MCGUIRE
SEAN MICHAEL MCGUIRE
DENNIS PATRICK MCGUIRE
THOMAS MASON HALL
JOSEPH PAUL MATONEY
SPENCER JOHN SEITZ
SAMANTHA DAWN SEITZ-ELSING
BRIAN JAMES BLACKERBY
Blake Charles Lane
Patrick Edward Galligan
GUY CHRISTIAN RIZZO
Leslie A Pierini
JAMES DAVID CURRAN
Megan Theresa Grandmaison
HUNTER NORTE
CAROL BETH NULMAN
Ian T Devine
Taylor Fiore-Chettiar
LEO PETER VARRIALE
MATTHEW WAYNE RICCI
WAYNE ANTHONY RICCI

Within 25 miles of Wakefield, RI, Best Investors lists 104 registered investment advisory firms with 237 offices nearby, managing about $12.3T in combined regulatory AUM across 2,646,292 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 Wakefield

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