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| Citizens Securities Inc
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|
|---|---|
| CRD # | 39550 |
| SEC # | 801-61902 |
| CIK # | |
| AUM | $12.9 B (2026-04-14) |
| Employees | 471 (96% Investors, 97% Brokers) |
| Phone | 800-942-8300 |
| Address | One Citizens Bank Way Johnston, RI 02919 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60,118 | 12.2 |
| (b) Individuals (high net worth individuals) | 44 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 383 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 60,545 | 12.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 60,545 | 12.9 |
| Total | 60,545 | 12.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.9 | |
| Total | 60,545 | 12.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.5 |
|
Sarofim Trust Co LTA
✚
|
TX | 13.0 |
|
State Farm Investment Management Corp
✚
|
IL | 12.9 |
|
Independent Financial Group LLC
✚
|
CA | 12.9 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 12.8 |
|
Ariel Investments LLC
✚
|
IL | 12.8 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 12.8 |
|
Westwood Management Corp
✚
|
TX | 12.5 |
|
Prospera Financial Services Inc
✚
|
TX | 12.4 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 12.2 |