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Top Financial Advisor Firms in Rhode Island




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 36 Financial Advisor Firms in Rhode Island.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 36 best firms, with at least one office in Rhode Island, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Rhode Island are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Rhode Island.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Are you a top firm in Rhode Island? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
AdvicePeriod 2014 View Locations
Apella Capital 2014 View Locations
Arlen Capital 2004 View Locations
Blue Fin Capital 1998 View Locations
Brave Asset Management 1992 View Locations
Capital Wealth Management 2012 View Locations
Corrigan Financial 1997 View Locations
Eliot Rose Wealth Management 2017 View Locations
Endurance Wealth Management 2009 View Locations
F L Putnam Investment Management Co. 1984 View Locations
Global Retirement Partners 2014 View Locations
Hall Capital Management Company 1997 View Locations
Hightower Advisors 2008 View Locations
Lighthouse Financial Management 2017 View Locations
Lincoln Capital Corporation 1991 View Locations
Navy Federal Brokerage Services 2007 View Locations
Newman Dignan & Sheerar 1992 View Locations
Parsons Capital Management 1993 View Locations
Partnervest Advisory Services 2004 View Locations
Pathway Capital Management 1997 View Locations
Professional Planning Group 1980 View Locations
Ritholtz Wealth Management 2013 View Locations
Roosevelt Investments 1991 View Locations
SK Wealth Management 1999 View Locations
Sheeley & Partners Wealth Management 1999 View Locations
Slocum, Gordon & CO 1979 View Locations
South Shore Capital Advisors 2015 View Locations
Sowa Financial Group 1993 View Locations
Strategic Point Investment Advisors 2002 View Locations
The Mather Group 2011 View Locations
The Patriot Financial Group 2014 View Locations
U.S. Wealth Management 1998 View Locations
Weatherhelm Capital Management 2015 View Locations
Weybosset Research & Management 2000 View Locations
Whalerock Point Partners 2006 View Locations
Young Richard C & CO 1990 View Locations


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