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Best financial advisors in West Warwick, RI

Registered advisers within 25 miles of West Warwick, RI.

Offices
410
Firms
175
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,231 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
CAPITAL WEALTH MANAGEMENT, LLC
SPINNAKER ASSET MANAGEMENT INC.
GUIDICI WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
OLD FORGE WEALTH MANAGEMENT, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
REVUP CAPITAL
EQUITABLE ADVISORS, LLC

Investors

JOHN MICHAEL SOUCY
EDWARD O QUINN
Owen James McMahon
JOSEPH ALAN ESPOSITO
Jason Anthony Silva
RYAN N MELUCCI
MICHELE DIANE PRLICH
MICHAEL K MATHEWS
BERNARD ALLAN POIRIER
Lisa Lynn Picillo
Sarah Riordan Szabo
RONALD WEBSTER KENT
THOMAS EDWARD GUIDICI
NICOLE LISE CAPUANO
Seth Desautel
STEPHEN JOHN MANSI
SCOTT E MILLER
JEFFREY HENRY MASSEY
ABIGAIL SPICER MCDONNELL
Jia H Chen
RICHARD E SHELTON
VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
JOHN P DAMIANO
Zachary T Rucki
Amanda Marie Chartier
MARK RYAN BOCCUZZI
MICHAEL D RUGGIERI
Robert Maurice Surprenant
JAMES VINCENT OSULLIVAN
SHAUN THOMAS SCOTT
TODD C CAMP
Jameson Richard Goff
Craig Charles Rushworth
NICHOLAS Paul FERRIE
CHRISTIAN EVERS
NICHOLAS ANTHONY DILELLO
ERIK J HOLTON
MATTHEW JAMES SAWYER
MARK A. STEPHENSON
MARK BIAGIO MARTONE
Kayla Marie Santos
William Michael DeMayo
Patrick Matthew Curley
Austin Coristine
Mark England
Timothy James Lynch
Benjamin Castillo
Jack David Patten
Patrick William O'Rourke
Ryan Shea Purdy
Connor Thomas Brien-Berks
EDWARD AUGUST PELLETIER
PETER JACOB DARSCH
DAWN A ROBINSON
PATRICK JAMES SAWYER
JOHN NARDONE
PAUL M PROVOST
Kyle Edward Setzer
FRANK ARTHUR GIORGIO IV
David Harold Henn
GEORGE HADFIELD
JOSHUA JOHN PARADIS
MICHAEL STEVEN GRAZIANO
Ryan Edward Gaumond
ERIK M WILCOX

Within 25 miles of West Warwick, RI, Best Investors lists 175 registered investment advisory firms with 410 offices nearby, managing about $13.1T in combined regulatory AUM across 2,758,231 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 West 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