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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Rhode Island involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Rhode Island?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Rhode Island to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Rhode Island financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Rhode Island

advisor-photo

John Finn

Finn and Meehan Wealth Management

850 Aquidneck Ave
Ste A4

Middletown, RI 02842

401-848-4579

advisor-photo

Michael Horne

Edelman Financial Engines, LLC

1000 Bald Hill Road
Suite 5

Warwick, RI 02886

401-262-4976

List of Additional Financial Advisors in Rhode Island*

* Additional advisor listing is provided in partnership with Yext

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Wealth Care Investment Partners

690 Douglas Pike

Smithfield, RI 02917
401-735-4500

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Brendan M. McIsaac - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5915

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Tom Bryan - Ameriprise Financial Services, LLC

400 Massasoit Ave
Ste 102

East Providence, RI 02914
401-434-1510

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Lynn Urban Group - UBS Financial Services Inc.

500 Exchange Street

Providence, RI 02903
401-455-6724

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Abbe Lassow - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4616

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Daniel Gamm - Ameriprise Financial Services, LLC

2155 Diamond Hill Rd
Ste 2

Cumberland, RI 02864
401-681-4999

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Gabriel Defeo

800 Newport Ave

Pawtucket, RI 02861
401-723-4871

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Frank Salvatore - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2524

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Raymond Arruda Jr - Ameriprise Financial Services, LLC

640 George Washington Hwy
Bldg A Ste 202

Lincoln, RI 02865
401-642-2080

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Ryan Pinto

1880 Mineral Spring Ave

North Providence, RI 02904
401-331-8176

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Nancy Micheletti

10 W Shore Rd

Warwick, RI 02889
401-784-3592

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Matthew Fuchs

1030 Park Ave

Cranston, RI 02910
401-275-6492

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Nissly Lawlor Group, Inc 

4160 Old Post Road
Suite 202

Charlestown, RI 02813
203-790-9101

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John Riester

5 Garden City Drive

Cranston, RI 02920
401-824-0891

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David Weinberg - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2602

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The Charter Group - Morgan Stanley

One Financial Plaza
19th FL

Providence, RI 02903
401-863-8430

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Joshua Davis

521 Main St

Warren, RI 02885
401-354-8505

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Brett Hosney

120 Atwood Ave

Cranston, RI 02920
401-282-3523

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Michael Leonardo - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4620

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Findeisen Wealth Management Group, LLC

101 Franklin Street

Westerly, RI 02891
401-596-8882

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Rodriguez Wealth Management

294 Valley Road

Middletown, RI 02842
401-848-4579

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Creative Resources Investment Advisors, LLC.

85 Toll Gate Road

Warwick, RI 02886
401-738-0070

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Lincoln Financial Securities

809 Aquidneck Avenue

Middletown, RI 02842
401-619-6990

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Financial Independence LLC

931 Jefferson Boulevard
Suite 2005

Warwick, RI 02886
401-681-4825

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Lepine Financial Advisors

2140 Mendon Road
Suite 202

Cumberland, RI 02864
401-475-3508

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Harold A Seidler - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3526

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Louis P Goldman - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5925

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Allstate Personal Financial Representative: Charles Delmonte

95 Sockanosset Cr Rd
Ste 107

Cranston, RI 02920
401-741-6461

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David Locke - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8404

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Jules Joly - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3531

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The Steinbrenner Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3524

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Ryan D LePage - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8480

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John C Ayers - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5935

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The Roberts Mouligné Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3504

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Moffitt & Associates, LLC

1260 Main St.

Coventry, RI 02816
401-828-0097

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New York Life Insurance Company: Kara Tavernier

1301 Atwood Ave
Suite 306N

Johnston, RI 02919
401-301-7240

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Brian Argiro

1495 Hartford Avenue

Johnston, RI 02919
401-274-7408

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Christopher Falzone

821 Main Street

East Greenwich, RI 02818
401-824-0860

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Elizabeth Cummins - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6773

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Thomas Robinson, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6708

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Providence, RI Branch Office - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6755

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Pegasus Financial Group LLC

728 Valley Street
Lower Level

Providence, RI 02908
401-943-5550

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Denise Kowalewski, CRPC - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6739

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Oak Leaf Wealth Management

598 Great Road

North Smithfield, RI 02896
401-765-1711

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Douglas Bennet, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6776

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Cornerstone Investment Services, LLC

245 Waterman St
Ste 301

Providence, RI 02906
401-453-5550

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Gorra Financial Group

875 Oaklawn Ave
Suite 301

Cranston, RI 02920
401-228-8803

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Daniel F. Lima - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8440

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Spencer J Seitz - Ameriprise Financial Services, LLC

730 Kingstown Rd
Ste B-3

Wakefield, RI 02879
401-789-1120

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Paul Capuzziello - Ameriprise Financial Services, LLC

2155 Diamond Hill Rd
Ste 3

Cumberland, RI 02864
401-334-0570

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Mark McAndrew - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8486

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James Lynn, CIMA, CRPS - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6724

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The Zitzmann Group - Morgan Stanley

One Financial Plaza
19th Floor

Providence, RI 02903
401-863-8472

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Roger Lapierre - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2528

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Lee Duckworth - Capital Wealth Management

1300 Division Road
Suite 203

West Warwick, RI 02893
401-885-1060

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Jenny Andersson, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6738

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Christopher Bouley - UBS Financial Services Inc.

500 Exchange Street

Providence, RI 02903
401-455-6716

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Sandra L Peters - Ameriprise Financial Services, LLC

1000 Chapel View Blvd
Ste 250

Cranston, RI 02920
401-946-9905

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Sean P Durkin - Ameriprise Financial Services, LLC

300 Jefferson Blvd
Ste 110

Warwick, RI 02888
401-921-3688

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George Buchholz - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2536

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Oliver Brady - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2523

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Paul Di Palma - Ameriprise Financial Services, LLC

1000 Chapel View Blvd
Ste 250

Cranston, RI 02920
401-946-9905

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James Cuoco

2191 Broad St

Cranston, RI 02905
401-784-8957

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John Hargraves

3033 E Main Rd

Portsmouth, RI 02871
401-683-0813

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Timothy Reiner

30 Kennedy Plaza
Suite 101

Providence, RI 02903
401-456-0082

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Michael Hogan

965 County Rd

Barrington, RI 02806
401-437-1054

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George Panagos

30 Kennedy Plaza
Suite 101

Providence, RI 02903
401-456-0091

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Robert Cardarelli - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8458

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Steven Hagopian - Ameriprise Financial Services, LLC

1000 Chapel View Blvd
Ste 250

Cranston, RI 02920
401-383-4003

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Blackerby, Seitz & Associates - Ameriprise Financial Services, LLC

730 Kingstown Rd
Ste B-3

Wakefield, RI 02879
401-789-1120

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Joseph T Conaty Jr - Ameriprise Financial Services, LLC

300 Jefferson Blvd
Ste 110

Warwick, RI 02888
401-921-5000

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Morgan Stanley Financial Advisors

284 Bellevue Ave

Newport, RI 02840
401-849-6300

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Richard Urban - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6726

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Danielle Warren - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5968

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The Sweeney Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-849-6300

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Marcantonio Robinson Group - UBS Financial Services Inc.

500 Exchange Street

Providence, RI 02903
401-455-6707

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The Providence Group - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5932

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Timothy N Ely - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3523

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Gregory Alan Voigt, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6752

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The Mouligné Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-849-6300

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Julian Murcia

275 Newport Ave

Rumford, RI 02916
401-431-4029

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Eric Tunstall

67 Eddie Dowling Hwy

North Smithfield, RI 02896
401-765-2317

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Ross Gobeille - Ameriprise Financial Services, LLC

640 George Washington Hwy
Bldg A Ste 202

Lincoln, RI 02865
401-333-1444

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Michael Mathews

738 Tiogue Ave

Coventry, RI 02816
401-457-0277

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Khane Goodson

30 Kennedy Plaza
Suite 101

Providence, RI 02903
401-235-1009

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John Farmer

27 Strawberry Field Rd

Warwick, RI 02886
401-739-2392

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Manuel Loureiro - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8444

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John F Poulton - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2558

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Ted Trafton - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2540

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Patricia A Craddock - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5939

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Tristan Mouligné - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3539

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David L Gioffreda - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4611

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Rob Sherwin - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8428

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Christian O'Neill

8 Washington Square

Newport, RI 02840
401-847-1366

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Patrick M Sweeney - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3501

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Robert A Hovan - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5910

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Verga Group - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5918

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Morgan Stanley Financial Advisors

One Financial Plaza
19th Floor

Providence, RI 02903
401-863-8400

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Joanne M. Daly - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8467

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The Richard Group - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5900

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The Descendants Wealth Management Group - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8402

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Frederick J Rickey III - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8436

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John Jay Mouligné - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3597

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David Redmond - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8498

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Jeremy P Martin - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3528

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Jeffrey D Martin - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5984

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Melinda Lewis - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3525

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Eduardo Borges - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8446

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Michael Keating - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3538

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Ronald J Capraro - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5912

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Marisa Fezza Pollard - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8456

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Douglas Nani - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5992

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Val Colasanto - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8453

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Daniel Sullivan - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5971

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Lynn Munoz - Ameriprise Financial Services, LLC

2155 Diamond Hill Rd
Ste 3

Cumberland, RI 02864
401-334-0570

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Stephen R Bucknam - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4616

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Heather Kendra - Ameriprise Financial Services, LLC

1150 New London Ave
Ste 100

Cranston, RI 02920
401-572-3759

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Gene Lonergan - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2529

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Katelynn Lynch - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8475

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Timothy McGraw - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4622

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Daniel C. Kuhn - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8454

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Derek A. Steinbrenner - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3524

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Matthew D'Ambra - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5932

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Robin Gibbons

622 Taunton Ave

East Providence, RI 02914
401-438-1601

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Tricia S O'Neil - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8402

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Kathleen Vescera

2000 Mendon Rd

Cumberland, RI 02864
401-727-4912

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Denise L Roberts - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3504

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Paul A. Steinbrenner - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3507

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Nancy A Pasquariello - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8479

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Mark Dextradeur

100 Frenchtown Rd

North Kingstown, RI 02852
401-885-5055

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Eliza Siradze

5 Garden City Dr

Cranston, RI 02920
401-737-6418

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Christopher C. Puranananda - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3541

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Mary Collins

596 Putnam Pike

Greenville, RI 02828
401-949-5470

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Sean Reilly - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8427

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Stephen Wilson

51 Main St

Wakefield, RI 02879
401-789-3154

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Jennifer Botelho

596 Putnam Pike

Greenville, RI 02828
401-248-0878

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Jeremy Cox

51 Main St

Wakefield, RI 02879
401-782-0979

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Brian Valcourt

792 Hope St

Providence, RI 02906
401-276-7568

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Stuart Latessa

821 Main St

East Greenwich, RI 02818
401-884-0835

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Jamie P McManus - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8471

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Colin Roberts - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3522

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Rene Sawyer - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5953

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Josh Giuliano

5 Garden City Dr

Cranston, RI 02920
401-275-6478

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Leonid Kozyrev

2000 Mendon Rd

Cumberland, RI 02864
401-260-3657

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William J Whitfield Jr. - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5930

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Nanda Carvalhal

821 Main St

East Greenwich, RI 02818
401-821-0318

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Robert B Richardson - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8415

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Richard G Carriere - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5967

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Philip White

184 County Road

Barrington, RI 02806
401-245-6735

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Sean Ryan

100 Frenchtown Rd

North Kingstown, RI 02852
401-884-2817

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Erik Wilcox

300 Quaker Ln

Warwick, RI 02886
401-822-4127

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Daniel Helton

792 Hope St

Providence, RI 02906
401-602-6251

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Daniel Dudemaine

965 Oaklawn Ave

Cranston, RI 02920
401-260-3607

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David McAndrew - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8411

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Keith Burden

10 Woodruff Ave

Narragansett, RI 02882
401-788-0776

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David W Wright - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5977

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Stephanie Burdett

622 Taunton Ave

East Providence, RI 02914
401-438-9267

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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