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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 1 vetted financial advisors and 260 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 30 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
401-848-4579Top 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, 2917 | 133196 | $182,200,948,423 | 304 | A percentage of AUM, Fixed fees, Performance Based |
| PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza, 18th Floor, Providence, RI, 2903 | 155678 | $20,441,492,130 | 30 | A percentage of AUM, Performance Based |
| NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393 | 159822 | $8,367,881,478 | 23 | A percentage of AUM, Performance Based |
| CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 2043 | 39550 | $7,674,960,126 | 45032 | A percentage of AUM |
| PARSONS CAPITAL MANAGEMENT INC 10 Weybosset Street, Ste 1000, Providence, RI, 2903 | 106295 | $1,859,565,019 | 1690 | A percentage of AUM, Fixed fees |
| YOUNG RICHARD C & CO LTD 98 William Street, Newport, RI, 2840 | 105866 | $1,432,008,099 | 1881 | A percentage of AUM |
| REX CAPITAL ADVISORS, LLC 50 Park Row West, Suite 113 Providence, RI, 2903 | 123796 | $1,252,646,454 | 872 | A percentage of AUM, Fixed fees, Other (ANNUAL/MONTHLY FIXED CONSULTING FEE) |
| ENDURANCE WEALTH MANAGEMENT, INC. 101 Dyer Street 4th Floor, Providence, RI, 02903-7104 | 148129 | $1,203,964,021 | 766 | A percentage of AUM, Other (1 NON-DISCRETIONARY ACCOUNT) |
| PROFESSIONAL PLANNING GROUP 9 Granite Street, Westerly, RI, 2891 | 108868 | $1,152,732,109 | 2395 | A percentage of AUM, Hourly charges, Fixed fees |
| CORRIGAN FINANCIAL INC 747 Aquidneck Ave Ste 1, Middletown, RI, 2842 | 109115 | $1,086,611,000 | 1075 | A percentage of AUM, Hourly charges, Fixed fees |
| NEW ENGLAND INVESTMENT CONSULTANTS, LTD. 790 North Main Street, Providence, RI, 2904 | 142531 | $1,014,384,154 | 647 | A percentage of AUM, Hourly charges, Fixed fees |
| CAPITAL WEALTH MANAGEMENT, LLC 1300 Division Road, Suite 203 West Warwick, RI, 2893 | 157959 | $764,545,042 | 534 | A percentage of AUM, Fixed fees |
| STRATEGICPOINT INVESTMENT ADVISORS LLC 294 West Exchange Street, Providence, RI, 02903-1004 | 124636 | $751,788,800 | 1937 | A percentage of AUM, Hourly charges |
| MCGUIRE WEALTH MANAGEMENT 105 Main Street, Wakefield, RI, 2879 | 296271 | $687,242,743 | 717 | A percentage of AUM |
| WHALEROCK POINT PARTNERS, LLC One Turks Head Place, Suite 1400 Providence, RI, 02903-2205 | 140781 | $668,939,891 | 247 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
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
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