Rhode Island · 2 advisers
Financial Advisors in Wakefield, Rhode Island
Looking for a financial advisor in Wakefield, Rhode Island? Falists indexes 2 SEC-registered and state-registered investment advisers in Wakefield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $1.06B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$1.06B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wakefield
Ranked by AUM · Fees, team & specialties at a glance
MCGUIRE WEALTH MANAGEMENT
Wakefield, RI
AUM
$1.06B
Team
3 advisors
Clients
0
Fees
Percentage of AUM
401-364-5000
D & P INVESTMENT ADVISORS, LTD.
Wakefield, RI
AUM
$197.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-792-0100
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Common questions
- How many financial advisors are in Wakefield, Rhode Island?
- 2 registered investment advisers are listed in our Wakefield directory, sourced from public SEC filings.
- What types of advisors are in Wakefield?
- 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 Wakefield?
- 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.