Rhode Island · 63 firms
Trust & Estate Advisors in Rhode Island
Advisers working with trusts, estates, and charitable organizations. Browse 63 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
Trusts & Estates 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
UNISON
Providence, RI
AUM
$2.02B
Team
1 advisors
Clients
—
Fees
Percentage of AUM
646-290-7697
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
STRATEGICPOINT INVESTMENT ADVISORS LLC
Providence, RI
AUM
$914.8M
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
401-273-1500
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
SOWA FINANCIAL GROUP
Lincoln, RI
AUM
$517.0M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
401-434-8090
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
AXIS WEALTH PARTNERS, LLC
East Providence, RI
AUM
$377.4M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
401-441-5111
85 total advisers in Rhode Island. Browse all Rhode Island advisors