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.
85 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