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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

JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BREACHWAY INVESTMENTS, LLC
CLARO ADVISORS INC.
EDWARD JONES
CITIZENS SECURITIES, INC.
AURORA PRIVATE WEALTH, INC.
TRUEFOCUS FINANCIAL PARTNERS
CORNERSTONE FINANCIAL MANAGEMENT LLC
WICKFORD WEALTH MANAGEMENT, LLC
VERITAS WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

Wendy Ann Johnson
STUART LEE PETERSON
DANIEL JOSEPH CARNEY
Frederick William Arbusto
Ryan M Vaughn
Michael R Catarina
MACKENZIE FEENEY
DONALD CHARLES HORNE
THOMAS ANTHONY DE NICOLA
Joseph P Curran
NICHOLAS MANNUEL DESOUSA
WILLIAM FRANCIS RICHARD
Shawn Peter Juenger
DANIEL JAMES ESTES
John H Chapel
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI
JOSEPH EVERETT KOLB
Ricardo Almedia Jesuino
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
KEVIN MANUEL VIEIRA
ELISABETH HICKOX

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