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Find The Best Financial Advisors in Providence, Rhode Island
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Providence, Rhode Island
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Providence, Rhode Island, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Providence, Rhode Island, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Providence, Rhode Island have an average of 28 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 Providence, Rhode Island
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Top Financial Advisor Firms in Providence, Rhode Island (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| 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 |
| PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street, Ste 400, Providence, RI, 2903 | 106295 | $1,683,043,951 | 1734 | A Percentage of AUM, Fixed Fees |
| 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 |
| 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) |
| CANTON HATHAWAY LLC One West Exchange Street, Suite 3202 Providence, RI, 2903 | 297527 | $551,257,198 | 211 | A Percentage of AUM, Fixed Fees |
| NEWMAN DIGNAN & SHEERAR, INC 56 Exchange Terrace, Suite 200 Providence, RI, 2903 | 107565 | $537,800,256 | 1087 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
| SK WEALTH MANAGEMENT, LLC 50 Holden St, Providence, RI, 02908-5757 | 109114 | $377,172,586 | 1077 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BARRETT & COMPANY 42 Weybosset Street, Providence, RI, 02903-2855 | 1175 | $309,379,208 | 933 | A Percentage of AUM |
| WEYBOSSET RESEARCH & MANAGEMENT, LLC 50 South Main Street, Suite 205 Providence, RI, 2903 | 108047 | $282,853,639 | 334 | A Percentage of AUM, Fixed Fees, Performance Based |
| SIGNET INVESTMENT ADVISORY GROUP, INC. 101 Dyer Street, Suite 3c, Providence, RI, 2903 | 123910 | $277,636,246 | 702 | A Percentage of AUM |
| KLR INVESTMENT ADVISORS, LLC 951 North Main Street, Providence, RI, 2904 | 124716 | $252,740,278 | 439 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES) |
| BROWN, LISLE/CUMMINGS, INC One Turks Head Place, Suite 800 Providence, RI, 2903 | 1331 | $238,757,774 | 307 | A Percentage of AUM, Fixed Fees |
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