Barron’s: Makin top adviser in Rhode Island

Raymond James’ Malcom Makin was ranked the top financial adviser in the state of Rhode Island, according to Barron’s financial magazine’s annual listing of the top 1,000 financial advisers in the U.S. More

To continue reading this article, please do one of the following.



investing

Barron’s: Makin top adviser in Rhode Island

Posted 4/23/12

Raymond James’ Malcom Makin was ranked the top financial adviser in the state of Rhode Island, according to Barron’s financial magazine’s annual listing of the top 1,000 financial advisers in the U.S.

The rankings are based on data provided by more than 4,000 advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

UBS Financial Services’ Robert DiColo was the second-highest ranked adviser in the state. Edith DeMarco from Merrill Lynch ranked third, while Janney Montgomery Scott’s Joseph Hassett and Morgan Stanley Smith Barney’s James Hilton rounded out the top five in the state. •

Calendar
PBN Hosted
Events

Two Great Programs...One Great Event. PBN's Annual Celebration of Growth and Innovation is now underway. 2014 applications are now available. Deadline August 1st.
  • Healthiest Employers
    Celebrate with the Healthiest Employers in RI on August 14th at the Providence M ...
  • 40 Under Forty
    Thank you to our sponsors and to all those who attended the 10th Anniversary of ...
Advertisement
Purchase Data
Book of Lists
Lists
Book of Lists cover
PBN's annual Book of Lists has been an essential resource for the local business community for almost 30 years. The Book of Lists features a wealth of company rankings from a variety of fields and industries, including banking, health care, real estate, law, hospitality, education, not-for-profits, technology and many more.
Data icons
Data can be purchased as single lists, in either Excel or PDF format; the entire database of the published book, in Excel format; or a printed copy of the Book of Lists.
  • Purchase an e-File of a single list
  •  
  • Purchase an e-File of the entire Book of Lists database
  •  
  • Purchase a printed copy of the Book of Lists
  •  
    National
    Local
    Latest News
    Advertisement