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Find The Best Financial Advisors in Rhode Island
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How To Find The Best Financial Advisors in Rhode Island
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Rhode Island, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 52 non-vetted financial advisors in Rhode Island, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rhode Island have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Rhode Island
401-285-2859
Top Financial Advisor Firms in Rhode Island (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FIAM LLC 900 Salem Street, Smithfield, RI, 02917 | 133196 | $219,221,467,379 | 605 | A percentage of AUM, Performance Based, Other (ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES) |
| PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza, 18th Floor, Providence, RI, 02903 | 155678 | $24,631,658,238 | 40 | A percentage of AUM, Performance Based |
| CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 02043 | 39550 | $9,188,004,183 | 53044 | A percentage of AUM |
| NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393 | 159822 | $7,825,588,486 | 19 | A percentage of AUM, Performance Based |
| PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street, Ste 400, Providence, RI, 02903 | 106295 | $1,879,594,055 | 1833 | A percentage of AUM, Fixed fees |
| UNISON 225 Dyer Street, 2nd Floor Providence, RI, 02903 | 155470 | $1,810,395,000 | 296 | A percentage of AUM |
| GLOBAL STRATEGIC RISK MANAGEMENT, LLC One West Exchange Center, One West Exchange Street 3rd Floor Providence, RI, 02903 | 327157 | $1,518,844,317 | 4 | A percentage of AUM, Performance Based |
| YOUNG RICHARD C & CO LTD 98 William Street, Newport, RI, 02840 | 105866 | $1,431,004,487 | 1992 | A percentage of AUM |
| PROFESSIONAL PLANNING GROUP 9 Granite Street, Westerly, RI, 02891 | 108868 | $1,055,252,906 | 2350 | A percentage of AUM, Hourly charges, Fixed fees |
| CORRIGAN FINANCIAL INC 747 Aquidneck Ave Ste 1, Middletown, RI, 02842 | 109115 | $1,033,643,000 | 1077 | A percentage of AUM, Hourly charges, Fixed fees |
| CAPITAL WEALTH MANAGEMENT, LLC 1300 Division Road, Suite 203 West Warwick, RI, 02893 | 157959 | $858,037,632 | 601 | A percentage of AUM, Fixed fees |
| UPPER90 269 C South Main Street, Providence, RI, 02903 | 304179 | $815,843,360 | 25 | A percentage of AUM, Performance Based |
| STRATEGICPOINT INVESTMENT ADVISORS LLC 294 West Exchange Street, Providence, RI, 02903-1004 | 124636 | $716,766,644 | 1948 | A percentage of AUM, Hourly charges |
| MCGUIRE WEALTH MANAGEMENT 105 Main Street, Wakefield, RI, 02879 | 296271 | $707,642,527 | 774 | A percentage of AUM |
| WEALTHCARE INVESTMENT PARTNERS LLC 35 Dyer Street, Portsmouth, RI, 02871 | 296475 | $654,788,239 | 2876 | A percentage of AUM, Hourly charges, Fixed fees |
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