PROVIDENCE EQUITY PARTNERS L.L.C.
Providence, RI
AUM
$24.12B
Wealth Mgmt
Team
51 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
401-751-1700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in RI, PROVIDENCE
25 advisers found
NAUTIC PARTNERS, LLC
Providence, RI
AUM
$13.97B
Wealth Mgmt
Team
45 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
401-278-6770
GLOBAL STRATEGIC RISK MANAGEMENT, LLC
Providence, RI
AUM
$2.91B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
401-749-4589
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
UNISON
Providence, RI
AUM
$2.02B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
646-290-7697
UPPER90
Providence, RI
AUM
$1.11B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 979-0719
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
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
SIGNET INVESTMENT ADVISORY GROUP, INC.
Providence, RI
AUM
$394.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
401-621-2221
WEYBOSSET RESEARCH & MANAGEMENT, LLC
Providence, RI
AUM
$340.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
401-421-7171
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
BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
Providence, RI
AUM
$111.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
401-484-0675
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
MARSTONE LLC
Providence, RI
AUM
$2.8M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212.203.7790
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
Full profileNo website
CHARLES J. MEANS & CO., LLC
Providence, RI
AUM
$91.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-282-6600
Full profileNo website
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