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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
1 Financial Plaza, 19th Floor
Providence, R.I. 02903
(401) 863-8400 Fax: (401) 863-8420
Bernardo F. Duque, first vice president – wealth management and Providence branch manager
www.morganstanley.com
$5,080,365,000
7,107 1
Financial advice, integrated solutions and intelligence across all the world's major markets
NA
64
1935
22Washington Trust Wealth Management 2
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
$4,665,000,000
4,950
401(k) advisory services, financial planning, insurance solutions, investment management, nonprofit solutions, retirement planning, tax services, trust services
Providence, Westerly, Narragansett
92
1902
33UBS Wealth Management 3
1 Citizens Plaza, Suite 900
Providence, R.I. 02903
(401) 455-6700 Fax: (401) 274-3672
Craig Tomasino, branch manager
www.ubs.com
$4,100,000,000
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
48
1879
46Oppenheimer & Co. Inc.
1 Financial Plaza, Suite 2110
Providence, R.I. 02903
(401) 331-1932 Fax: (401) 421-8748
Stephen Connaughton, branch manager, senior director - investments
www.opco.com
$2,000,000,000
3,000
Wealth management, including: corporate services, insurance, trust and estate services, professional asset management, retirement services and traditional securities brokerage services
NA
25
1881
55RBC 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
$1,796,986,201
5,574 4
Portfolio management, retirement and estate planning
North Easton, Mass.
18
1939
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