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Best financial advisors in Westerly, RI

Registered advisers within 25 miles of Westerly, RI.

Offices
187
Firms
84
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,637,123 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

AURORA PRIVATE WEALTH, INC.
LPL FINANCIAL LLC
PROFESSIONAL PLANNING GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
WASHINGTON TRUST ADVISORS
MML INVESTORS SERVICES, LLC
FIRST FINANCIAL ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NAPATREE CAPITAL LLC
BRADLEY FOSTER & SARGENT INC
EDWARD JONES
FENWAY PARTNERS, LLC
BREACHWAY INVESTMENTS, LLC
CITIZENS SECURITIES, INC.

Investors

John H Chapel
WAYNE ALLAN LAGASSE
RICHIA LYNN ALLEN
TODD JOSEPH WOKOSKE
BRYAN DAVID PITNEY
David Gabriel Aballo
PATRICK JOSEPH CONNELLY
ERIC MATTHEW WILSON
PETER CLEGG WALLACE
CHRISTOPHER GILMAN WALLACE
ANDREA MICHELLE SPIETH
Kathleen M Walsh
PHILIP MARTIN OVERTON
Theresa Daly
James Maynard
STEPHEN CHARLES POPLASKI
AARON PLEAU WADE
Larry Matthew Henderson
MAURA ROSE LAUDONE
MATTHEW JOSEPH CUNNINGHAM
PETER BRIAN ROBINSON
Neil Scott Anthes
Thomas Vincent Minuto
GERALDINE BUTERA CUNNINGHAM
AARON MICHAEL SIMMONS
MICHAEL DOMINICK MOSES
MATTHEW RUSSELL LANDON
JEFFREY MICHAEL LIGUORI
Shawn Peter Juenger
Thomas Gardiner
Leah Ann Gardiner
Joseph P Curran
DANIEL JAMES ESTES

Within 25 miles of Westerly, RI, Best Investors lists 84 registered investment advisory firms with 187 offices nearby, managing about $12.4T in combined regulatory AUM across 2,637,123 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 Westerly

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