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Wealth Managers



Wealth managers ranked by total assets under local management; includes principals, services offered, local offices and number of local employees.

Includes both a PDF version and a tab-delimited Excel spreadsheet that can be used in a variety of applications.

A note: The Wealth Managers list was republished in the March 1, 2019, print issue of PBN to highlight assets under management and accounts that are based in Rhode Island and/or Bristol County, Mass. It corrects financial figures for three companies on the list first published in the 2019 Book of Lists, to reflect only locally based accounts.

Sample Data