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Best financial advisors in Warwick, RI

Registered advisers within 25 miles of Warwick, RI.

Offices
406
Firms
176
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,760,706 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

REVUP CAPITAL
CITIZENS SECURITIES, INC.
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORACE MANN INVESTORS, INC.
AXIS WEALTH PARTNERS, LLC
FORBES FINANCIAL PLANNING, INC.
MARINER INDEPENDENT
LINCOLN CAPITAL CORPORATION
BALANCED WEALTH MANAGEMENT, LLC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC

Investors

MARK DEXTRADEUR
JOSHUA JOHN PARADIS
MICHAEL STEVEN GRAZIANO
Ryan Edward Gaumond
ERIK M WILCOX
Jason Anthony Silva
Ryan P Corry
Anthony Michael Lizzi
Michael Barrett
JANET MARIE GOULART
ALEX ZELCK SMITH
JANE ELIZABETH MCAULIFFE
DANIEL PATRICK FORBES
CHRISTINE H CANAPARI
DANIEL ROBERT LEGAULT
MEGAN MCNEILL LOGEE
BRITTANY ALBERT MORAN
SEAN R. MCGUIRK
ALEXANDER REED ALBERT
ROBERT NICHOLAS AUCLAIR
WILLIAM BAKER HERBERT
Peter E Gobis
Kathryn M Welles
MOGAHED MOHAMED IBRAHIM
William Mortimer Conlan
JOHN MICHAEL SOUCY
EDWARD O QUINN
Owen James McMahon
JOSEPH ALAN ESPOSITO
David Harold Henn
FRANK ARTHUR GIORGIO IV

Within 25 miles of Warwick, RI, Best Investors lists 176 registered investment advisory firms with 406 offices nearby, managing about $13.1T in combined regulatory AUM across 2,760,706 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 Warwick

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