Vault-13

Managers in Providence, RI

United States · 34 asset managers within 25 km (25 in Providence itself) · 72 wealth managers, banks and others

ProvidenceBronxvilleFlushingGreat NeckSouth Ozone ParkParamusNewton CenterBostonWellesley HillsWaltham
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Westwood, MA 7 · Norwood, MA 4 · Newport, RI 3 · Lincoln, RI 2 · Smithfield, RI 2 · Warwick, RI 2 · Franklin, MA 2 · Foxboro, MA 2 · Adamsville, RI 2 · Walpole, MA 2 · Medfield, MA 2 · Narragansett, RI 2

Asset managers in and around Providence

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Smithfield STRATEGIC ADVISERS LLC, FIDELITY INSTITUTIONAL WEALTH ADVISER LLC, FIAM LLC · 9 related pages $2.3tn · visa salary $100,006 about 518main office $2.3tn $100,00611 filings
2 NAUTIC PARTNERS, LLC private equity · Providence $14.0bn about 45main office $14.0bn
3 PATHWAY CAPITAL MANAGEMENT, LP private equity, institutions · Providence $97.8bn 11 $97.8bn
4 WELLTH ADVISORY SERVICES, LLC institutions · Providence $26.7bn 8 $26.7bn
5 World Investment Advisors institutions · Warwick $71.6bn 6 $71.6bn
6 Fidelity Management & Research Co LLC private equity, mutual funds, futures · Smithfield $5.7tn 5 $5.7tn
7 UPPER90 private equity · Providence $1.1bn about 3main office $1.1bn
8 HAVE RIA, INC. institutions · Providence $160.8m about 3main office $160.8m
9 Polar Capital Holdings Plc hedge funds, futures, FCA fund manager · Providence Polar Capital LLP, Polar Capital Holdings Plc · 3 related pages $43.3bn 2 $43.3bn
10 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Providence $39.4bn 2 $39.4bn
11 POLAR CAPITAL (AMERICA) CORPORATION hedge funds, futures · Providence $656.1m 2 $656.1m
12 Providence Equity Partners L.L.C. hedge funds, private equity, futures · Providence $24.1bn about 1main office $24.1bn
13 CBIZ Investment Advisory Services, LLC institutions · Providence $12.8bn 1 $12.8bn
14 Mayflower Financial Advisors, LLC private equity, institutions · Providence $5.8bn 1 $5.8bn
15 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Providence $2.9bn about 1main office $2.9bn
16 FAMILYWEALTH institutions · North Attleboro $394.6m 1 $394.6m
17 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Providence RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
18 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Providence TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
19 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Johnston CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
20 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Providence SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
21 CNO Financial Group, Inc. structured credit, institutions, wealth · Warwick BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
22 CITIZENS FINANCIAL GROUP INC/RI bank or insurer · Providence CITIZENS FINANCIAL GROUP INC/RI, Citizens Bank, National Association · 3 related pages $8.3bn based here $8.3bn
23 Unison Advisors LLC Providence $1.4bn based here $1.4bn
24 Endurance Wealth Management, Inc. Providence $731.1m based here $731.1m
25 Canton Hathaway, LLC Providence $521.7m based here $521.7m
26 Ransom Advisory, Ltd Providence $253.9m based here $253.9m
27 Forbes Financial Planning, Inc. East Greenwich $186.4m based here $186.4m
28 BRIGGS ADVISORY GROUP, INC. Lincoln $174.7m based here $174.7m
29 Rex Capital Advisors, LLC Providence $152.3m based here $152.3m
30 KLR INVESTMENT ADVISORS, LLC Providence $138.3m based here $138.3m
31 Brown University asset owner · Providence $95.3m based here $95.3m
32 Amica Retiree Medical Trust Lincoln $73.2m based here $73.2m
33 COMPTON CAPITAL MANAGEMENT INC /RI Providence $4.3m based here $4.3m
34 POINT JUDITH MANAGEMENT COMPANY, LLC venture · Providence office

34 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.