Citizens Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Johnston, RI. Its latest Form ADV filing, dated April 14, 2026, reports $12.9B in regulatory assets under management, 471 employee, 993 offices, and 60,545 accounts.
Assets Under Management
$12.9B
Employees
471
Offices
993 offices
Total Clients
60,545
Primary office
JOHNSTON, RI
ONE CITIZENS BANK WAY, JCB135, JOHNSTON, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
60,118
2
Corporations
0.6%
383
3
HNWI
0.1%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.9Bas of April 14, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$12.9B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$12.9B
Total Accounts60,545
10Y AUM Change+$10.0B (+355.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees471
Clients per Employee129:1
10Y Employee Change-625 (-57.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.