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Find The Best Financial Advisors in Rhode Island

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 a big 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 The 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 that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Rhode Island. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

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

Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818

401-262-4986

Top Financial Advisor Firms in Rhode Island (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CITIZENS SECURITIES, INC.
One Citizens Bank Way, Jcb135 Johnston, RI 2043
39550 $7,674,960,126 45032 A percentage of AUM
CAPITAL WEALTH MANAGEMENT, LLC
1300 Division Road, Suite 203 West Warwick, RI 2893
157959 $764,545,042 534 A percentage of AUM
Fixed fees
MCGUIRE WEALTH MANAGEMENT
105 Main Street, Wakefield, RI 2879
296271 $687,242,743 717 A percentage of AUM
COMPTON CAPITAL MANAGEMENT INC
155 Westminster Street, Suite 1100 Providence, RI 2903
107002 $500,080,991 482 A percentage of AUM
Fixed fees
WEALTHCARE INVESTMENT PARTNERS LLC
35 Dyer Street, Portsmouth, RI 2871
296475 $477,249,253 2164 A percentage of AUM
Hourly charges
Fixed fees
BRIGGS ADVISORY GROUP, INC.
24 Albion Road, Suite 440 Lincoln, RI 2865
291947 $433,107,395 899 A percentage of AUM
Hourly charges
Fixed fees
TRANSWESTERN CAPITAL ADVISORS, LLC
37 Bellevue Avenue, Newport, RI 2840
141605 $354,857,819 2 A percentage of AUM
Fixed fees
MYSTIC ASSET MANAGEMENT
1287 Post Road, Warwick, RI 2888
170361 $306,464,775 134 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
WEALTH MANAGEMENT RESOURCES, INC.
28 Cedar Swamp Road, Suite One Smithfield, RI 2917
45452 $296,936,482 1126 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
BROWN, LISLE/CUMMINGS, INC
One Turks Head Place, Suite 800 Providence, RI 2903
1331 $263,932,400 142 A percentage of AUM
Fixed fees
SLOCUM, GORDON & CO. LLP
39 Mill Street, Newport, RI 2840
104929 $263,366,404 270 A percentage of AUM
Hourly charges
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
1287 Post Road, Warwick, RI 2888
108705 $262,472,051 1128 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
FIRST FINANCIAL ADVISORY SERVICES INC
85 Beach Street, Westerly, RI 2891
105031 $244,662,912 1253 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
RANSOM ADVISORY
326 Taber Ave, Providence, RI 2906
318747 $122,367,787 97 A percentage of AUM
MARSTONE LLC
171 Chestnut Street, Suite 200 Providence, RI 2903
164810 $3,141,093 123 A percentage of AUM

Additional Financial Advisors in Rhode Island

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Abbe Lassow
Inquire with Abbe
117 Metro Center Blvd, Ste 2004 Warwick, RI 02886 401-681-4616
Oliver Brady & Associates
Inquire with Oliver
1 Citizens Plz, Ste 610 Providence, RI 02903 401-824-2523
Brendan M. McIsaac
Inquire with Brendan
1 Financial Plaza 19th, Fl Providence, RI 02903 401-276-5915
Blackerby, Seitz & Associates
Inquire with Blackerby,
730 Kingstown Rd, Ste B-3 Wakefield, RI 02879 401-789-1120
Morgan Stanley Financial Advisors
Inquire with Morgan
One Financial Plaza, 19th Floor Providence, RI 02903 401-863-8400
Paul Capuzziello
Inquire with Paul
2155 Diamond Hill Rd, Ste 3 Cumberland, RI 02864 401-334-0570
Roger Lapierre
Inquire with Roger
1 Citizens Plz, Ste 610 Providence, RI 02903 401-824-2528
Heather Kendra
Inquire with Heather
1150 New London Ave, Ste 100 Cranston, RI 02920 401-572-3759
Steven Hagopian
Inquire with Steven
1000 Chapel View Blvd, Ste 250 Cranston, RI 02920 401-383-4003
Tom Bryan
Inquire with Tom
400 Massasoit Ave, Ste 102 East Providence, RI 02914 401-434-1510

Select other cities around Rhode Island to broaden your search for a financial advisor

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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