DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
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 Alabama 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 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
401-848-4579
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, 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 |
Select other cities around Rhode Island to broaden your search for a financial advisor
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR