AUM
$394.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
401-453-5558
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in RI
74 advisers found
SIGNET INVESTMENT ADVISORY GROUP, INC.
Providence, RI
AUM
$394.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
401-621-2221
WEALTH MANAGEMENT RESOURCES, INC.
Smithfield, RI
AUM
$385.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(401) 356-1400
AXIS WEALTH PARTNERS, LLC
East Providence, RI
AUM
$377.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
401-441-5111
ARLEN CAPITAL, LLC
Warwick, RI
AUM
$348.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
401-854-3500
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
FENWAY PARTNERS, LLC
Westerly, RI
AUM
$306.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER
212-698-9400
FINANCIAL INDEPENDENCE, LLC
Warwick, RI
AUM
$288.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
401-681-4825
FIRST FINANCIAL ADVISORY SERVICES INC
Westerly, RI
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
401-596-0193
DIVERSIFIED RESOURCES, LLC
Warwick, RI
AUM
$268.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(401) 941-1500
NAPATREE CAPITAL LLC
Westerly, RI
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(401) 868-1115
FORBES FINANCIAL PLANNING, INC.
East Greenwich, RI
AUM
$240.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
401-885-7300
SLOCUM, GORDON & CO. LLP
Newport, RI
AUM
$219.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-849-4900
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
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
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
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