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 Retirement Planning advisors in RI, PROVIDENCE
11 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
CANTON HATHAWAY LLC
Providence, RI
AUM
$866.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
401-433-7800
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
SIGNET INVESTMENT ADVISORY GROUP, INC.
Providence, RI
AUM
$394.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
401-621-2221
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
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
HAVE RIA, INC.
Providence, RI
AUM
$160.8M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
401-865-6900
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