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Wealth Managers
(ranked by total assets under local management)
2014 rank2013 rankCompany name
Principal(s)
Assets under management
No. of accounts
Services offered
Additional offices
No. of local employees
Year founded
13UBS Wealth Management 1
1 Citizens Plaza, Suite 900
Providence, R.I. 02903
(401) 455-6700 Fax: (401) 274-3672
Craig Tomasino, branch manager
www.ubs.com
$4,000,000,000
NA
Advice-based solutions through financial advisers who deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high net worth individuals and families
Newport
70
1879
29Endurance Wealth Management
101 Dyer St.
Providence, R.I. 02903
(401) 854-0993 Fax: (401) 270-2741
J. Michael Costello, president and CEO, Kenneth W. Thomae, Peter J. Corsi, senior portfolio managers, Donald J. Clarke, portfolio manager
www.endurancewealth.com
$900,000,000
748
Investment management
NA
11
2009
38GPS Investment Advisors/401(k) Advisors
42 Weybosset St.
Providence, R.I. 02903
(401) 521-5588
James L. Worrell, president and managing director
www.InvestorGPS.com
$600,000,000
150
Investment advice, fiduciary consulting and employee education for corporate retirement plans. Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC.401(k) Advisors is an affiliate of NFPSI. GPS Investment Advisors and NFPSI are not affiliated.
Affiliates in 14 locations nationwide
6
2007
411Corrigan Financial Inc.
747 Aquidneck Ave.
Middletown, R.I. 02842
(401) 849-9313 Fax: (401) 849-5508
Daniel G. Corrigan, president
www.corriganfinancialinc.com
$580,000,000
800
Investment management, personal financial planning, tax preparation
NA
19
1989
513StrategicPoint Investment Advisors
294 West Exchange St.
Providence, R.I. 02903
(800) 597-5974 Fax: (401) 273-8987
Richard J. Anzelone, managing director and chief compliance officer, Betsey A. Purinton, managing director and chief investment officer, Derek M. Amey, managing director and portfolio manager
www.strategicpoint.com
$527,308,212
914
Financial planning, investment management, retirement management services, retirement plan services, risk assessment, insurance services, financial check-up
East Greenwich
15
1989
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