Best Financial Advisor Firms Rhode Island 2024

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Written by investor.com

March 31, 2023

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Rhode Island in 2024.

Best Firms in Rhode Island

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Absolute Capital Management 5/5 Stars $351.5 million 1,414 3 $248,567
Adviceone Advisory Services 5/5 Stars $1.4 billion 1,290 13 $1.1 million
Affiance Financial 5/5 Stars $971.4 million 1,031 9 $942,182
Apella Wealth 5/5 Stars $3.3 billion 3,300 40 $1.0 million
Barry Investment Advisors 5/5 Stars $654.9 million 402 6 $1.6 million
Beirne 5/5 Stars $1.1 billion 388 4 $2.9 million
Blue FIN Capital 5/5 Stars $507.5 million 280 2 $1.8 million
Brave Family Advisors 5/5 Stars $491.3 million 334 7 $1.5 million
Cadence Wealth Management 5/5 Stars $292.2 million 727 7 $401,924
Cambridge Financial Group 5/5 Stars $258.1 million 221 3 $1.2 million
Carret Asset Management 5/5 Stars $3.1 billion 2,525 11 $1.2 million
Chandler Asset Management 5/5 Stars $35.8 billion 818 16 $43.8 million
Cincinnati Asset Management 5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group 5/5 Stars $25.9 billion 30,934 24 $838,262
Coho Partners 5/5 Stars $4.6 billion 1,190 3 $3.8 million
Connecticut Wealth Management 5/5 Stars $3.2 billion 1,388 40 $2.3 million
Corrigan Financial 5/5 Stars $1.0 billion 1,077 9 $959,742
Estabrook Capital Management 5/5 Stars $863.7 million 794 5 $1.1 million
Familywealth Asset Management 5/5 Stars $175.1 million 412 4 $424,887
First National Advisors 5/5 Stars $1.3 billion 922 7 $1.4 million
Flexible Plan Investments 5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management 5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management 5/5 Stars $5.7 billion 3,671 14 $1.6 million
Genesis Wealth Advisors 5/5 Stars $177.0 million 233 6 $759,587
Geowealth Management 5/5 Stars $12.3 billion 49,816 20 $247,576
Grimes & Company 5/5 Stars $4.9 billion 3,599 30 $1.3 million
Hall Capital Management Company 5/5 Stars $342.7 million 492 3 $696,515
Income & Asset Advisory 5/5 Stars $116.0 million 303 4 $382,850
Investment Advisory Group 5/5 Stars $848.2 million 1,430 5 $593,138
JAG Capital Management 5/5 Stars $1.6 billion 895 13 $1.7 million
Latitude Advisors 5/5 Stars $340.4 million 1,502 74 $226,625
Lincoln Capital Corporation 5/5 Stars $349.9 million 270 3 $1.3 million
LVZ 5/5 Stars $874.6 million 2,415 14 $362,171
Mainstay Capital Management 5/5 Stars $3.9 billion 3,557 14 $1.1 million
Matson Money 5/5 Stars $19.6 billion 30,605 9 $641,967
Mcnamara Financial Services 5/5 Stars $604.8 million 876 4 $690,434
Mench Financial 5/5 Stars $126.7 million 236 3 $536,935
Middleton & Company 5/5 Stars $1.0 billion 352 6 $3.0 million
MSA Financial 5/5 Stars $1.0 billion 1,279 8 $784,123
New England Capital Financial Advisors 5/5 Stars $528.8 million 1,121 6 $471,755
New England Private Wealth Advisors 5/5 Stars $2.7 billion 345 7 $7.8 million
Newman Dignan & Sheerar 5/5 Stars $612.9 million 448 6 $1.4 million
Parallel Advisors 5/5 Stars $7.1 billion 3,658 63 $1.9 million
Parsons Capital Management 5/5 Stars $1.9 billion 737 13 $2.6 million
Polaris Greystone Financial Group 5/5 Stars $2.0 billion 1,689 29 $1.2 million
Rebalance 5/5 Stars $1.3 billion 673 8 $2.0 million
RegentAtlantic 5/5 Stars $4.9 billion 1,851 34 $2.6 million
Retirement Resources Investment Corporation 5/5 Stars $1.7 billion 141 2 $11.8 million
RMC Investment Advisors 5/5 Stars $950.8 million 390 7 $2.4 million
Sage Advisory Services CO 5/5 Stars $22.7 billion 8,128 38 $2.8 million
Shufro, Rose & Co 5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management 5/5 Stars $2.8 billion 79,642 4 $35,120
Signet Investment Advisory Group 5/5 Stars $309.2 million 168 1 $1.8 million
SK Wealth Management 5/5 Stars $429.2 million 326 4 $1.3 million
Slavic Mutual Funds Management Corp 5/5 Stars $5.6 billion 1,098 13 $5.1 million
Sowa Financial Group 5/5 Stars $352.2 million 509 4 $691,909
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Steele Capital Management 5/5 Stars $2.7 billion 1,579 11 $1.7 million
Symmetry Partners 5/5 Stars $5.9 billion 11,453 15 $513,352
The Financial Advisors 5/5 Stars $981.1 million 728 7 $1.3 million
The Mather Group 5/5 Stars $10.5 billion 4,245 91 $2.5 million
TOM Johnson Investment Management 5/5 Stars $1.5 billion 5,627 6 $267,561
Washington Trust Advisors 5/5 Stars $1.9 billion 574 9 $3.3 million
Wealthquest Corporation 5/5 Stars $1.8 billion 1,552 12 $1.2 million
Wedgewood Partners 5/5 Stars $464.6 million 387 4 $1.2 million
Weybosset Research & Management 5/5 Stars $307.5 million 264 2 $1.2 million
Wingate Wealth Advisors 5/5 Stars $1.2 billion 617 16 $2.0 million
Worthpointe 5/5 Stars $757.7 million 507 10 $1.5 million
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Find a financial advisor in Rhode Island

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More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Rhode Island 2024.

Firm has:

  • Jurisdiction in Rhode Island
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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