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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
11Morgan Stanley Wealth Management
1 Financial Plaza, 19th Floor
Providence, R.I. 02903
(401) 863-8400 Fax: (401) 863-8420
David Swartz, executive director, complex manager, William F. Drew, senior vice president, Providence branch manager
www.morganstanley.com
$5,600,000,000
17,900 1
Financial advice, integrated solutions and intelligence across all the world's major markets
NA
79
1935
22Washington Trust Wealth Management
23 Broad St.
Westerly, R.I. 02891
(401) 348-1308 Fax: (401) 348-1470
Mark K. W. Gim, executive vice president and treasurer wealth management
www.washtrust.com
$4,600,000,000
4,783
Investment and risk management, financial planning, cash flow and debt management, retirement, education, business, legacy planning and special needs planning
Providence, Narragansett
95
1902
33UBS Wealth Management 2
1 Citizens Plaza, Suite 900
Providence, R.I. 02903
(401) 455-6700 Fax: (401) 274-3672
Hal P Newman, complex director
www.ubs.com
$4,500,000,000
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 & Hyannis
70
1879
45RBC Wealth Management
10 Weybosset St.
Providence, R.I. 02903
(401) 457-1900 Fax: (401) 457-1933
Daniel P. Kennedy, vice president, branch director
www.rbcwm.com
$2,180,000,000
4,250
Portfolio management, retirement and estate planning
North Easton, Mass.
18
1939
54Citizens Wealth Management
1 Citizens Plaza
Providence, R.I. 02903
(800) 942-8300
Mike Millard, president and CEO, Citizens Wealth Management
www.citizensbank.com
$1,300,000,000
1,000
Custody and safekeeping, investment management for individuals and institutions, personal banking, personal lending
NA
50
1871
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