Updated February 8 at 12:26am

PBN's Data Center

This format is best if:

  • You just want to view the list on the computer screen.
  • You don't need to print or sort data.

This format is best if:

  • You want to print a list.
  • You want to view the list as it appeared in print.

This format is best if:

  • You want to create mailing lists.
  • You want to sort data.
  • You want to merge data with other lists.

Are you in the know?

Get exclusive access to R.I. businesses through PBN's Unlimited Research Subscription:

  • Free e-downloads of Providence Business News' ranked company lists, including nearly 3,000 executive contacts from approximately 100 lists covering a variety of industries.
  • One-year of unlimited online access to PBN.
  • One-year print subscription to PBN. (Already a print subscriber? Get a free one-year extension instead).
Log in here
PRODUCTS SEARCH PROFILE ADD DATA CONTACT SUBSCRIBE
Shopping Cart (0 items)

HTML View

Prefer PDFs?
A printer-friendly PDF of this list is available.

Download PDF file

Prefer Excel?
A complete spreadsheet of this list is available.

Download Excel file
Wealth Managers
(ranked by total assets under local management)
2015
rank
Company Website
Principal(s)
Address
Phone
Assets under management
No. of accounts
Services offered
Additional offices
No. of local employees
Year founded
1
2014: NL
Merrill Lynch Wealth Management ml.com
Gary Hernandez
1 Citizens Plaza, Suite 1000
Providence, R.I. 02903
(401) 863-8600
$7,300,000,000
NA
Financial solutions for individuals and business owners
Providence and Taunton
NA
1914
2
2014: 1
Morgan Stanley morganstanley.com
Bernardo F. Duque, first vice president – wealth management
1 Financial Plaza, 19th Floor
Providence, R.I. 02903
(401) 863-8400
$5,080,365,000
7,107 1
Financial advice, integrated solutions and intelligence across all the world's major markets
NA
70
1935
3
2014: 2
Washington Trust Wealth Management
washtrust.com/home/wealth

Mark K. Gim, executive vice president, wealth management and treasurer
23 Broad St.
Westerly, R.I. 02891
(401) 348-1308
$5,007,000,000
8,776
401(k) advisory services, financial planning, insurance, investment management, philanthropic strategies, special needs trusts, estate services
Narragansett, Providence, Westerly
92
1902
4
2014: 3
UBS Wealth Management ubs.com
Craig Tomasino, branch manager
500 Exchange St., Suite 1210
Providence, R.I. 02903
(401) 455-6700
$4,500,000,000
NA
Advice-based solutions through financial advisors who deliver a fully integrated set of products and services
Newport
38
1879
5
2014: NL
Baystate Financial baystatefinancial.com
David C. Porter, managing partner
401 Wampanoag Trail, 1st Floor
East Providence, R.I. 02915
(401) 432-8836
$2,500,000,000
6,350
Business succession, investment and retirement funding strategies, employee benefits, estate plans, insurance
13
57
1901