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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in RI
38 advisers found
TRANSWESTERN CAPITAL ADVISORS, LLC
Newport, RI
AUM
$73.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-997-0718
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
MERLIN ASSET MANAGEMENT
Newport, RI
AUM
$50.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
617 366-2650
CREATIVE RESOURCES INVESTMENT ADVISORS LLC
Cranston, RI
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
4017380070
GREEN STREET WEALTH ADVISORY, LLC
North Kingston, RI
AUM
$10.6M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
401-294-7200
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
WESH FINANCIAL
Pawtucket, RI
AUM
$2.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
2157912580
D & P INVESTMENT ADVISORS, LTD.
Wakefield, RI
AUM
$197.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-792-0100
Full profileNo website
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
VAN LIEW CAPITAL INC
Providence, RI
AUM
$67.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
401-272-2510
Full profileNo website
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