Rhode Island · 4 advisers
Financial Advisors in Westerly, Rhode Island
Looking for a financial advisor in Westerly, Rhode Island? Falists indexes 4 SEC-registered and state-registered investment advisers in Westerly — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.32B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$1.32B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Westerly
Ranked by AUM · Fees, team & specialties at a glance
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
FENWAY PARTNERS, LLC
Westerly, RI
AUM
$306.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER
212-698-9400
FIRST FINANCIAL ADVISORY SERVICES INC
Westerly, RI
AUM
$278.0M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
401-596-0193
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
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Common questions
- How many financial advisors are in Westerly, Rhode Island?
- 4 registered investment advisers are listed in our Westerly directory, sourced from public SEC filings.
- What types of advisors are in Westerly?
- 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 Westerly?
- 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.