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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 3 vetted financial advisors and 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 35 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

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John Finn

Finn and Meehan Wealth Management

401-848-4579

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Ronald Newton

Edelman Financial Engines, LLC

401-262-4986

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Napatree Capital

401-868-1115

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
FIAM LLC
900 Salem Street,
Smithfield, RI, 2917
133196 $152,386,258,592 620 A Percentage of AUM, Fixed Fees, Performance Based, Other (ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES)
PROVIDENCE EQUITY PARTNERS L.L.C.
50 Kennedy Plaza, 18th Floor,
Providence, RI, 2903
155678 $23,513,292,817 37 A Percentage of AUM, Performance Based
NAUTIC PARTNERS, LLC
50 Kennedy Plaza, 17th Floor
Providence, RI, 02903-2393
159822 $8,599,323,060 23 A Percentage of AUM, Performance Based
CITIZENS SECURITIES, INC.
One Citizens Bank Way, Jcb135
Johnston, RI, 2043
39550 $6,960,227,088 47802 A Percentage of AUM
PARSONS CAPITAL MANAGEMENT INC
40 Westminster Street, Ste 400,
Providence, RI, 2903
106295 $1,683,043,951 1734 A Percentage of AUM, Fixed Fees
YOUNG RICHARD C & CO LTD
98 William Street,
Newport, RI, 2840
105866 $1,364,907,841 1926 A Percentage of AUM
UPPER90
269 C South Main Street,
Providence, RI, 2903
304179 $1,047,502,434 31 A Percentage of AUM, Performance Based
NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
790 North Main Street,
Providence, RI, 2904
142531 $1,013,287,743 684 A Percentage of AUM, Hourly charges, Fixed Fees
PROFESSIONAL PLANNING GROUP
9 Granite Street,
Westerly, RI, 2891
108868 $937,180,405 2378 A Percentage of AUM, Hourly charges, Fixed Fees
CORRIGAN FINANCIAL INC
747 Aquidneck Ave Ste 1,
Middletown, RI, 2842
109115 $931,917,000 1089 A Percentage of AUM, Hourly charges, Fixed Fees
CAPITAL WEALTH MANAGEMENT, LLC
1300 Division Road, Suite 203
West Warwick, RI, 2893
157959 $772,494,203 551 A Percentage of AUM, Fixed Fees
STRATEGICPOINT INVESTMENT ADVISORS LLC
294 West Exchange Street,
Providence, RI, 02903-1004
124636 $637,570,364 1925 A Percentage of AUM, Hourly charges
WHALEROCK POINT PARTNERS, LLC
One Turks Head Place, Suite 1400
Providence, RI, 02903-2205
140781 $601,949,402 305 A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES)
MCGUIRE WEALTH MANAGEMENT
105 Main Street,
Wakefield, RI, 2879
296271 $558,229,079 743 A Percentage of AUM
CANTON HATHAWAY LLC
One West Exchange Street, Suite 3202
Providence, RI, 2903
297527 $551,257,198 211 A Percentage of AUM, Fixed Fees

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