PARSONS CAPITAL MANAGEMENT INC
Providence, RI
AUM
$2.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
401-521-2440
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in RI, PROVIDENCE
13 advisers found
STRATEGICPOINT INVESTMENT ADVISORS LLC
Providence, RI
AUM
$914.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
401-273-1500
NEWMAN DIGNAN & SHEERAR, INC
Providence, RI
AUM
$731.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
401-331-1575
BARRETT & COMPANY
Providence, RI
AUM
$529.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
401-351-1000
BROWN, LISLE/CUMMINGS, INC
Providence, RI
AUM
$487.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-421-8900
ELIOT ROSE WEALTH MANAGEMENT, LLC
Providence, RI
AUM
$186.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(401) 588-5102
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
Providence, RI
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-455-1230
PLUM POINTE WEALTH MANAGEMENT
Providence, RI
AUM
$104.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
401-228-8258
CORNERSTONE INVESTMENT SERVICES
Providence, RI
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
401-453-5550
LODESTAR WEALTH, LLC
Providence, RI
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(617) 386-2055
ZARATHUSTRA WEALTH MANAGEMENT
Providence, RI
AUM
$3.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
401-529-7971
RHODEWAY FINANCIAL
Providence, RI
AUM
$0
Financial Planning
Team
1 advisors
Clients
251-500
Fees
PRO BONO SERVICES, NO FEES
(401) 270-3462