Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bristol, RI
Every SEC-registered investment adviser representative at a firm office in Bristol, with the firms that employ the most of them.
14 registered advisors work in Bristol; the most are at Edward Jones (4). 0 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Bristol
Advisors in Bristol, A to Z
Search all of Rhode Island →- Joshua J. CabralStrategic Advisers LLC
- Anthony C. Caruso Jr.Citizens Securities, Inc.
- Bradford C. CorbettLPL Financial LLC
- Bryan H. DunphyEdward Jones
- Nicole K. JaremEdward Jones
- Landon J. MatroneStrategic Advisers LLC
- Carrie A. McNairLincoln Investment
- John W. NorthrupExperience Your Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Ellen O'ConnellStrategic Advisers LLC · Certified Financial Planner
- Stephen RandolphEdward Jones · Certified Financial Planner
- Jesse RathierEdward Jones
- Christopher A. SmallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel WagnerKestra Advisory Services, LLC
- Christopher ZolloFoundations Investment Advisors LLC
Other cities in Rhode Island
All of Rhode Island →Providence 475Riverside 217Warwick 216Johnston 145Cranston 124Smithfield 70Newport 63East Providence 45West Warwick 42East Greenwich 35Middletown 32Cumberland 31Lincoln 30Westerly 30North Kingstown 29Wakefield 26Barrington 23Portsmouth 21Pawtucket 20North Providence 18Coventry 16South Kingstown 15Narragansett 11North Smithfield 11
Questions
How many financial advisors are in Bristol, RI?
14 investment adviser representatives are registered at firm offices in Bristol, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Bristol?
Edward Jones, with 4 registered advisors in Bristol, followed by Strategic Advisers LLC with 3.
How do I check a financial advisor in Bristol?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.