Rhode Island · 38 firms
Institutional Advisors in Rhode Island
Advisers managing assets for institutions, endowments, and corporations. Browse 38 advisers in Rhode Island matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Rhode Island
FIAM LLC
Smithfield, RI
AUM
$347.73B
Team
139 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-563-7000
CITIZENS SECURITIES, INC.
Johnston, RI
AUM
$12.87B
Team
454 advisors
Clients
More than 500
Fees
Percentage of AUM
1-800-942-8300
PARSONS CAPITAL MANAGEMENT INC
Providence, RI
AUM
$2.38B
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
401-521-2440
YOUNG RICHARD C & CO LTD
Newport, RI
AUM
$1.80B
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
401-849-2137
PROFESSIONAL PLANNING GROUP
Westerly, RI
AUM
$1.32B
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(401) 596-2800
CAPITAL WEALTH MANAGEMENT, LLC
West Warwick, RI
AUM
$1.14B
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(401) 885-1060
MCGUIRE WEALTH MANAGEMENT
Wakefield, RI
AUM
$1.06B
Team
3 advisors
Clients
0
Fees
Percentage of AUM
401-364-5000
CANTON HATHAWAY LLC
Providence, RI
AUM
$866.1M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
401-433-7800
WEALTHCARE INVESTMENT PARTNERS LLC
Portsmouth, RI
AUM
$859.6M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(401) 682-2335
BLUE FIN CAPITAL, INC.
Warren, RI
AUM
$755.9M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
401-454-0772
NEWMAN DIGNAN & SHEERAR, INC
Providence, RI
AUM
$731.3M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
401-351-4010
SK WEALTH MANAGEMENT, LLC
Providence, RI
AUM
$639.0M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
401-331-1575
MYSTIC ASSET MANAGEMENT
Warwick, RI
AUM
$614.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
860-495-3300
BARRETT & COMPANY
Providence, RI
AUM
$529.7M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
401-351-1000
BROWN, LISLE/CUMMINGS, INC
Providence, RI
AUM
$487.3M
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-421-8900
LINCOLN CAPITAL CORPORATION
East Greenwich, RI
AUM
$418.3M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(401) 454-3040
HALL CAPITAL MANAGEMENT COMPANY, INC.
Barrington, RI
AUM
$411.6M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(401) 245-0049
AUM
$394.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
401-453-5558
SIGNET INVESTMENT ADVISORY GROUP, INC.
Providence, RI
AUM
$394.1M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
401-621-2221
WEALTH MANAGEMENT RESOURCES, INC.
Smithfield, RI
AUM
$385.2M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(401) 356-1400
NAPATREE CAPITAL LLC
Westerly, RI
AUM
$260.0M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(401) 868-1115
SLOCUM, GORDON & CO. LLP
Newport, RI
AUM
$219.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-849-4900
BREACHWAY INVESTMENTS, LLC
Charlestown, RI
AUM
$164.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-709-0909
ALPHA DOG ADVISORS, RUFF
Cranston, RI
AUM
$153.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; COMPENSATION FROM THE SALE OF INSURANCE ASSETS
401-351-4900
85 total advisers in Rhode Island. Browse all Rhode Island advisors