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Wealth Managers
(ranked by total assets under local management)
2012 rank2011 rankCompany name
Principal(s)
Assets under management
No. of accounts
Services offered
Additional offices
No. of local employees
Year founded
1NLMerrill Lynch Wealth Management
1 Citizens Plaza, Suite 1000
Providence, R.I. 02903
(401) 863-8600 Fax: (401) 863-8718
Gary Hernandez
www.ml.com
$11,800,000,000
17,400
Financial solutions for individuals and business owners
1 Financial Plaza, Providence; Attleboro, Taunton
204
1914
21Morgan Stanley Wealth Management
1 Financial Plaza, 19th Floor
Providence, R.I. 02903
(401) 863-8400 Fax: (401) 863-8420
William F. Drew, senior vice president, Providence branch manager
www.morganstanley.com
$5,900,000,000
6,100 1
Financial advice, integrated solutions and intelligence across all the world's major markets
Newport
82
1935
32Washington 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
$4,000,000,000
3,598
Investment and risk management, financial planning, cash flow and debt management, retirement, education, business, legacy planning and special needs planning
Providence, Narragansett
58
1902
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