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Best Financial Advisor Firms Rhode Island 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 67 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 67 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 September 24, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
AdvicePeriod 2014 View Locations
Ahead Full Wealth Management 2019 View Locations
Apella Capital 2014 View Locations
Apexium Financial 2016 View Locations
Arlen Capital 2004 View Locations
Axis Advisors 2021 View Locations
Balanced Wealth Management 2015 View Locations
Belpointe Asset Management 2008 View Locations
Blue Chip Financial Advisors 2012 View Locations
Blue Fin Capital 1998 View Locations
Brave Family Advisors 1992 View Locations
Breachway Investments 2019 View Locations
Briggs Advisory Group 2018 View Locations
CB Capital 2019 View Locations
Canton Hathaway 2018 View Locations
Capital Wealth Management 2012 View Locations
Coastal Financial Planning 1998 View Locations
Cornerstone Investment Services 2012 View Locations
Corrigan Financial 1997 View Locations
Diversified Resources 2016 View Locations
Efficient Capital Strategies 2016 View Locations
Endurance Wealth Management 2009 View Locations
F L Putnam Investment Management Co. 1984 View Locations
Fiam 2004 View Locations
Fidelity Management & Research Company 1971 View Locations
Financial Independence 2021 View Locations
Forbes Financial Planning 2020 View Locations
Fourstar Wealth Advisors 2017 View Locations
Green Street Wealth Advisory 2017 View Locations
Hall Capital Management Company 1997 View Locations
Hightower Advisors 2008 View Locations
Jeffrey J. Brown, CFP® 2006 View Locations
Kayne Anderson Rudnick Investment Management 1985 View Locations
Lally Wealth Management 2012 View Locations
Leonard Martin & Associates 2008 View Locations
Lighthouse Financial Management 2017 View Locations
Lincoln Capital Corporation 1991 View Locations
M. W. Aragao Investment Advisors 2005 View Locations
MD Financial / Vestment Financial 2019 View Locations
Marstone 2013 View Locations
Mcguire Wealth Management 2018 View Locations
Navy Federal Brokerage Services 2007 View Locations
Newman Dignan & Sheerar 1992 View Locations
Nobadeer Capital Management 2012 View Locations
Parsons Capital Management 1993 View Locations
Plum Pointe Wealth Management 2016 View Locations
Professional Planning Group 1980 View Locations
Roosevelt Investments 1991 View Locations
SCS Capital Management 2002 View Locations
SK Wealth Management 1999 View Locations
Safe Harbor Financial Advisors 2014 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
Stillwater Investments 2010 View Locations
Strategic Financial Group 1994 View Locations
Strategic Point Investment Advisors 2002 View Locations
THE Capital Group 2012 View Locations
The Capital Group Fiduciary Advisors 2018 View Locations
U.S. Wealth Management 1998 View Locations
Wealthcare Investment Partners 2018 View Locations
Weatherhelm Capital Management 2015 View Locations
Weybosset Research & Management 2000 View Locations
Whalerock Point Partners 2006 View Locations
Wickford Wealth Management 2012 View Locations
Young Richard C & CO 1990 View Locations


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