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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in RI
63 advisers found
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
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
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
STRATEGIC FINANCIAL GROUP
Cranston, RI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
401-463-3150
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
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
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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