FIAM LLC
Smithfield, RI
AUM
$347.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
139 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-563-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in RI
63 advisers found
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
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
UNISON
Providence, RI
AUM
$2.02B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
646-290-7697
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
CANTON HATHAWAY LLC
Providence, RI
AUM
$866.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
401-433-7800
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
BLUE FIN CAPITAL, INC.
Warren, RI
AUM
$755.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
401-454-0772
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
AUM
$394.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
401-453-5558
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
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