AUM per client for Enterprise firms serving clients in Rhode Island

Enterprise firms active in Rhode Island 50 firms

Very Low $100K-$210K

Low $210K-$210K

Typical $210K-$240K

High $240K-$550K

Very High $550K-$720K

5th 20th 40th 60th 80th 95th

Median: $230K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Pathstone	Very High $46M	$91B	1,979	93%
TLG Advisors, INC.	High $430K	$2.2B	5,018	6%
ESI Financial Advisors	Typical $220K	$2.6B	11,897	26%
Citigroup Global Markets	Very High $710K	$41B	58,096	40%
VOYA Financial Advisors, Inc.	High $240K	$3.9B	16,313	19%
Capital Analysts	High $540K	$8.4B	15,611	19%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
OSAIC Institutions, INC.	High $310K	$4.9B	15,798	0%
HSBC SECURITIES (USA) Inc.	High $310K	$3.7B	12,045	15%
Integrity Alliance, LLC	High $450K	$4.8B	10,660	10%
Oppenheimer	Very High $610K	$23B	37,047	3%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Primerica Advisors	Typical $230K	$19B	80,267	22%
Advice and Planning Services	High $520K	$38B	72,469	65%
CIBC Private Wealth Advisors, Inc.	Very High $5.5M	$44B	8,083	25%
FIFTH THIRD SECURITIES, Inc.	Typical $230K	$11B	46,299	4%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
TD private Client Wealth LLC	High $270K	$6.9B	25,351	6%
Eagle Strategies (NY Life)	High $240K	$31B	132,722	20%
Mariner	Very High $2.1M	$120B	54,583	41%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Hantz financial Services, Inc.	High $420K	$9.9B	23,624	10%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Truist Advisory Services	Very High $560K	$71B	126,145	26%
SPC	Very Low $190K	$5.9B	30,595	3%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
Benjamin F. Edwards & Company, Incorporated	Very High $550K	$18B	32,532	1%
Integrated Wealth Concepts LLC	Very High $720K	$18B	25,274	37%
Kestra Advisory	Very High $620K	$71B	115,285	23%
Osaic Advisory Services, LLC	High $510K	$15B	29,516	13%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Cwm, Llc	Very High $880K	$46B	52,263	14%
Citizens Securities, Inc.	Low $210K	$13B	60,162	0%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
Goldman Sachs Wealth Services	Typical $220K	$25B	115,350	34%
First Command Advisory Services	Typical $210K	$24B	113,511	3%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
Planmember Securities Corporation	Very Low $130K	$9.2B	69,441	1%
Independent Financial partners	Typical $230K	$12B	52,539	35%
Brookstone Capital Management LLC	Typical $230K	$13B	54,810	9%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
Janney Montgomery Scott	High $410K	$98B	239,764	42%
Private Advisor Group, LLC	High $300K	$42B	139,740	16%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
AE Wealth Management, LLC	High $390K	$49B	127,213	7%
Lincoln Investment	Very Low $160K	$22B	138,132	3%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support