PensionmarkMeridien Named to Providence Business News List of Largest Wealth Managers for 2025.
We are thrilled to be recognized by The Providence Business News in its listing of the Largest Wealth Managers* in RI and Bristol County, MA.
While we are thankful to find ourselves at #6 in 2025, we are predominantly honored that so many continue to have confidence in our company and our team members.
So, to all of our clients and partners in Rhode Island and beyond, Thank YOU once again for your trust!
*From PBN (Providence Business News) Book of Lists – Financial Figures for assets under management are based on accounts that are under local management, Rhode Island and/or Bristol County, Massachusetts.