Falists

Rhode Island · 29 advisers

Financial Advisors in Providence, Rhode Island

Looking for a financial advisor in Providence, Rhode Island? Falists indexes 29 SEC-registered and state-registered investment advisers in Providence — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 25 firms list a website you can visit directly. Firms in this directory manage up to $24.12B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

29

With website

25

Largest AUM

$24.12B

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning13Trusts18Retirement11Institutional12

Top advisors in Providence

Ranked by AUM · Fees, team & specialties at a glance

View all 29 →
View all 29 advisors in Providence

More cities in Rhode Island

Warwick (12)East Greenwich (4)Newport (4)North Kingstown (4)Westerly (4)Barrington (3)Cranston (3)East Providence (3)Lincoln (3)Smithfield (2)Wakefield (2)West Warwick (2)

Common questions

How many financial advisors are in Providence, Rhode Island?
29 registered investment advisers are listed in our Providence directory, sourced from public SEC filings.
What types of advisors are in Providence?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Providence?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.