CITIZENS SECURITIES, INC.
Johnston, RI
AUM
$12.87B
Financial PlanningWealth MgmtTrusts & Estates
Team
454 advisors
Clients
More than 500
Fees
Percentage of AUM
1-800-942-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in RI
56 advisers found
PARSONS CAPITAL MANAGEMENT INC
Providence, RI
AUM
$2.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
401-521-2440
YOUNG RICHARD C & CO LTD
Newport, RI
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
401-849-2137
PROFESSIONAL PLANNING GROUP
Westerly, RI
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(401) 596-2800
CAPITAL WEALTH MANAGEMENT, LLC
West Warwick, RI
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(401) 885-1060
MCGUIRE WEALTH MANAGEMENT
Wakefield, RI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
401-364-5000
STRATEGICPOINT INVESTMENT ADVISORS LLC
Providence, RI
AUM
$914.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
401-273-1500
WEALTHCARE INVESTMENT PARTNERS LLC
Portsmouth, RI
AUM
$859.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(401) 682-2335
NEWMAN DIGNAN & SHEERAR, INC
Providence, RI
AUM
$731.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
401-351-4010
SK WEALTH MANAGEMENT, LLC
Providence, RI
AUM
$639.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
401-331-1575
MYSTIC ASSET MANAGEMENT
Warwick, RI
AUM
$614.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
860-495-3300
BARRETT & COMPANY
Providence, RI
AUM
$529.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
401-351-1000
SOWA FINANCIAL GROUP
Lincoln, RI
AUM
$517.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
401-434-8090
BROWN, LISLE/CUMMINGS, INC
Providence, RI
AUM
$487.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-421-8900
LINCOLN CAPITAL CORPORATION
East Greenwich, RI
AUM
$418.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(401) 454-3040
HALL CAPITAL MANAGEMENT COMPANY, INC.
Barrington, RI
AUM
$411.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(401) 245-0049
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
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
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