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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in RI
56 advisers found
BREACHWAY INVESTMENTS, LLC
Charlestown, RI
AUM
$164.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-709-0909
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Rumford, RI
AUM
$160.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
401-305-2626
ALPHA DOG ADVISORS, RUFF
Cranston, RI
AUM
$153.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; COMPENSATION FROM THE SALE OF INSURANCE ASSETS
401-351-4900
CB CAPITAL LLC
North Smithfield, RI
AUM
$146.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(401) 768-3361
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
NCU INVESTMENT SOLUTIONS
Smithfiled, RI
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
401-228-0100
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
BLUE CHIP FINANCIAL ADVISORS, LLP
East Providence, RI
AUM
$104.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
401-435-4239
BALANCED WEALTH MANAGEMENT, LLC.
East Greenwich, RI
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(401) 398-2000
OLD FORGE WEALTH MANAGEMENT, LLC
Warwick, RI
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(401) 885-5787
WICKFORD WEALTH MANAGEMENT, LLC
North Kingstown, RI
AUM
$71.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(401) 273-7300
TRUEFOCUS FINANCIAL PARTNERS
North Kingstown, RI
AUM
$67.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 830-3009
THE CAPITAL GROUP
Warwick, RI
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
401-943-2210
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
M. W. ARAGAO INVESTMENT ADVISORS, LLC
Cumberland, RI
AUM
$46.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
401-475-7570
SPINNAKER ASSET MANAGEMENT INC.
Warwick, RI
AUM
$45.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-884-3210
EISENHILFER CAPITAL LLC
Lincoln, RI
AUM
$43.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(401) 900-8908
COASTAL FINANCIAL PLANNING, INC.
Lincoln, RI
AUM
$37.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
401-727-8151
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
BROWN ADVISORY GROUP, LLC
East Providence, RI
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
401-433-1100
CREATIVE RESOURCES INVESTMENT ADVISORS LLC
Cranston, RI
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
4017380070
EFFICIENT CAPITAL STRATEGIES, LLC
Barrington, RI
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-410-0202
INCOME ASSOCIATES
Barrington, RI
AUM
$9.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(401) 245-5744