Parsons Capital Management, based in Providence, Rhode Island, tops this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2 billion
Accounts Under Management: 1,864
Years in Business: 31
- Accepts clients in all 50 states
- Physical offices in Colorado, Florida and Rhode Island
- No minimum asset threshold
Leadership and Contact Information:
John Mullen, president and chief executive officer
C. Bateman Parsons, treasurer and chief financial officer
John Trevor IV, secretary and chief information security officer
parsonscapital.com
40 Westminster St., Suite 400, Providence, RI 02903
(401) 521-2440
