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Best financial advisors in Watch Hill, RI

Registered advisers within 25 miles of Watch Hill, RI.

Offices
133
Firms
59
Combined AUM
$9.96T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,428,951 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
LANSDOWNE WEALTH MANAGEMENT, LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
SIGHTLINE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
D & P INVESTMENT ADVISORS, LTD.
RAYMOND JAMES & ASSOCIATES, INC.
EAGLE STRATEGIES LLC

Investors

ROBERT RUSSELL FRADETTE
ALI ROBERT DABIRI
Mitchell R LaFlam
JENNIFER LYNN EASTBOURNE
JAMES PATRICK CLANCY
ANN LUCY HERRERO
ROBERT C HENDERSON
Reuben Laurence Woods
Joshua Robert Madden
ROBIN ALEXANDRA LAKEY-WHITE
James Edward Bates
Dana Kopp
DANIEL JAMES ESTES
PAULETTE ANN RETSINAS
JAMES FLOYD CARNEY
Matthew Carney
Mark Michna
WILLIAM EDWARD DUVALL
MARK JOSEPH STEFFEN
STEFAN ALEXANDER PELLISH
Matthew C Gross
DARRELL EUGENE FOX
STEVEN H DEGRAFF
Brian John Cacace
KEVIN STEVEN MORIN
Mark Wingfield
ROBERT JOSEPH SAMPSON
MICHAEL STEPHEN JILLING
MARK ROBERT PROVOST
STEVEN R FRAZIER
BRIAN PAUL MURPHY
Beth Lauren Korecky
Lee James Couture
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
MATTHEW SPRAGUE TURCO

Within 25 miles of Watch Hill, RI, Best Investors lists 59 registered investment advisory firms with 133 offices nearby, managing about $9.96T in combined regulatory AUM across 2,428,951 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 Watch Hill

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM