Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Rhode Island.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Rhode Island, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of November 03, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Rhode Island are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Ahead Full Wealth Management |
|
$5.7 million | 18 | 2 | $314,042 |
| Apella Wealth |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Arlen Capital |
|
$284.9 million | 218 | 4 | $1.3 million |
| Axis Wealth Partners |
|
$172.7 million | 533 | 7 | $323,944 |
| Balanced Wealth Management |
|
$60.0 million | 105 | 3 | $571,428 |
| Blue Chip Financial Advisors |
|
$86.5 million | 185 | 1 | $467,764 |
| Blue Fin Capital |
|
$365.7 million | 385 | 2 | $949,976 |
| Bountiful Investment Management |
|
$79.7 million | 152 | 3 | $524,333 |
| Brave Family Advisors |
|
$439.3 million | 280 | 5 | $1.6 million |
| Breachway Investments |
|
$105.7 million | 155 | 2 | $681,622 |
| Briggs Advisory Group |
|
$421.4 million | 429 | 6 | $982,185 |
| Brown Advisory Group |
|
$24.2 million | 85 | 1 | $284,508 |
| Capital Wealth Management |
|
$772.5 million | 549 | 10 | $1.4 million |
| Caster AND Company |
|
$600,001 | 2 | 1 | $300,000 |
| CB Capital |
|
$68.4 million | 54 | 1 | $1.3 million |
| Coastal Financial Planning |
|
$33.0 million | 53 | 2 | $622,641 |
| Cornerstone Financial Management |
|
$79.8 million | 85 | 3 | $939,172 |
| Cornerstone Investment Services |
|
$34.5 million | 141 | 2 | $244,708 |
| Corrigan Financial |
|
$931.9 million | 1,091 | 11 | $854,186 |
| Diversified Resources |
|
$175.8 million | 567 | 1 | $309,967 |
| Efficient Capital Strategies |
|
$5.1 million | 8 | 1 | $635,080 |
| Eliot Rose Wealth Management |
|
$113.7 million | 147 | 2 | $773,635 |
| F L Putnam Investment Management Co. |
|
$4.3 billion | 1,673 | 35 | $2.6 million |
| Factor Investing Group |
|
$213.7 million | 438 | 3 | $487,976 |
| Familywealth |
|
$263.3 million | 375 | 14 | $702,211 |
| Fiam |
|
$152.4 billion | 593 | 152 | $257.0 million |
| Fidelity Management & Research Company |
|
$3.1 trillion | 23,015 | 3 | $136.8 million |
| Financial Independence |
|
$184.0 million | 246 | 3 | $747,831 |
| First Financial Advisory Services |
|
$198.0 million | 439 | 3 | $451,027 |
| Forbes Financial Planning |
|
$151.7 million | 862 | 2 | $175,931 |
| Fourstar Wealth Advisors |
|
$677.1 million | 1,044 | 25 | $648,588 |
| Granite Wealth Management |
|
$40.9 million | 120 | 2 | $341,186 |
| Green Street Wealth Advisory |
|
$11.9 million | 33 | 1 | $359,885 |
| Hall Capital Management Company |
|
$334.6 million | 487 | 3 | $687,007 |
| KLR Investment Advisors |
|
$252.7 million | 235 | 4 | $1.1 million |
| Leonard Martin & Associates |
|
$16.0 million | 157 | 1 | $101,783 |
| Lighthouse Financial Management |
|
$158.1 million | 119 | 4 | $1.3 million |
| Lincoln Capital Corporation |
|
$303.4 million | 243 | 4 | $1.2 million |
| Lodestar Wealth |
|
$11.2 million | 40 | 1 | $280,816 |
| M. W. Aragao Investment Advisors |
|
$35.3 million | 610 | 1 | $57,864 |
| Marstone |
|
$2.8 million | 6 | 2 | $464,788 |
| Mcguire Wealth Management |
|
$558.2 million | 271 | 3 | $2.1 million |
| MD Financial / Vestment Financial |
|
$163.7 million | 410 | 4 | $399,382 |
| Merlin Asset Management |
|
$51.9 million | 27 | 1 | $1.9 million |
| Mystic Asset Management |
|
$287.8 million | 55 | 2 | $5.2 million |
| Napatree Capital |
|
$170.2 million | 139 | 5 | $1.2 million |
| Navy Federal Investment Services |
|
$852.4 million | 51,299 | 72 | $16,616 |
| Newman Dignan & Sheerar |
|
$537.8 million | 464 | 6 | $1.2 million |
| Nobadeer Capital Management |
|
$9.1 million | 2 | 1 | $4.6 million |
| Pallas Capital Advisors |
|
$2.3 billion | 997 | 20 | $2.3 million |
| Pathstone |
|
$24.8 billion | 1,559 | 85 | $15.9 million |
| Plum Pointe Wealth Management |
|
$73.5 million | 119 | 4 | $617,778 |
| Proactive Financial Solutions 360 |
|
$2.6 million | 33 | 2 | $78,359 |
| Professional Planning Group |
|
$937.2 million | 1,306 | 9 | $717,596 |
| Randall Financial Group |
|
$58.0 million | 47 | 2 | $1.2 million |
| Ransom Advisory |
|
$194.5 million | 203 | 1 | $958,247 |
| Roosevelt Investments |
|
$3.0 billion | 4,599 | 10 | $656,197 |
| SCS Capital Management |
|
$29.0 billion | 266 | 24 | $109.0 million |
| Sheeley & Partners Wealth Management |
|
$103.9 million | 98 | 3 | $1.1 million |
| SK Wealth Management |
|
$377.2 million | 321 | 5 | $1.2 million |
| Slocum, Gordon & CO |
|
$241.3 million | 138 | 2 | $1.7 million |
| South Shore Capital Advisors |
|
$181.0 million | 96 | 3 | $1.9 million |
| Sowa Financial Group |
|
$310.8 million | 516 | 4 | $602,268 |
| Stillwater Investments |
|
$4.0 million | 10 | 1 | $400,000 |
| Strategicpoint Investment Advisors |
|
$637.6 million | 645 | 7 | $988,481 |
| THE Capital Group |
|
$40.4 million | 259 | 1 | $155,924 |
| The Capital Group Fiduciary Advisors |
|
$134.0 million | 282 | 1 | $475,215 |
| The Retirement Planning Company of New England |
|
$228.2 million | 482 | 4 | $473,535 |
| Wealth Management Resources |
|
$261.0 million | 583 | 6 | $447,656 |
| Wealthcare Investment Partners |
|
$457.7 million | 1,483 | 6 | $308,613 |
| Weybosset Research & Management |
|
$282.9 million | 218 | 2 | $1.3 million |
| Whalerock Point Partners |
|
$601.9 million | 129 | 5 | $4.7 million |
| Wickford Wealth Management |
|
$41.2 million | 66 | 1 | $623,856 |
| Young Richard C & CO |
|
$1.4 billion | 824 | 8 | $1.7 million |
More Top Firms by State
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About the Editorial Team
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