Best Financial Advisor Firms Rhode Island 2024

Written by investor.com

February 06, 2024

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		$333.9 million	1,401	3	$238,313
Adviceone Advisory Services		$1.1 billion	1,253	15	$915,864
Astor Investment Management		$324.8 million	706	5	$460,026
Barry Investment Advisors		$656.9 million	409	5	$1.6 million
BLB & B Advisors		$1.9 billion	1,284	11	$1.5 million
Blue FIN Capital		$507.5 million	280	2	$1.8 million
Brave Family Advisors		$439.3 million	280	5	$1.6 million
Cadence Wealth Management		$292.2 million	727	7	$401,924
Cambridge Financial Group		$176.6 million	221	3	$799,068
Carret Asset Management		$3.0 billion	2,474	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Ciccarelli Advisory Services		$1.1 billion	2,738	11	$419,448
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Clinton Investment Management		$1.7 billion	716	6	$2.4 million
Connecticut Wealth Management		$2.1 billion	1,269	44	$1.7 million
Corrigan Financial		$931.9 million	1,091	11	$854,186
Dash Investments		$341.6 million	335	4	$1.0 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Fagan Associates		$583.2 million	1,702	2	$342,675
Familywealth Asset Management		$198.3 million	440	5	$450,611
First National Advisors		$1.3 billion	922	7	$1.4 million
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Genesis Wealth Advisors		$177.0 million	233	6	$759,587
Geowealth Management		$7.5 billion	43,987	14	$171,555
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
GSB Wealth Management		$452.0 million	790	8	$572,108
Hall Capital Management Company		$334.6 million	487	3	$687,007
Income & Asset Advisory		$108.9 million	293	4	$371,578
Investment Advisory Group		$848.2 million	1,430	5	$593,138
JMG Financial Group		$4.5 billion	1,454	38	$3.1 million
Latitude Advisors		$348.6 million	1,335	75	$261,105
Lincoln Capital Corporation		$349.9 million	270	3	$1.3 million
LVZ		$808.4 million	2,522	15	$320,550
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Matson Money		$17.7 billion	30,322	10	$583,191
Mcnamara Financial Services		$521.2 million	912	4	$571,496
Mench Financial		$136.0 million	298	3	$456,217
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Middleton & Company		$895.2 million	352	6	$2.5 million
Modera Wealth Management		$6.8 billion	2,691	70	$2.5 million
MSA Financial		$1.0 billion	1,279	8	$784,123
New England Capital Financial Advisors		$528.8 million	1,121	6	$471,755
New England Private Wealth Advisors		$2.4 billion	335	7	$7.0 million
Newman Dignan & Sheerar		$537.8 million	464	6	$1.2 million
Northeast Financial		$3.7 billion	264	2	$14.0 million
Northstar Asset Management		$611.7 million	194	4	$3.2 million
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Parsons Capital Management		$1.7 billion	713	13	$2.4 million
Perigon Wealth Management		$4.8 billion	3,498	64	$1.4 million
Pinney & Scofield		$576.3 million	283	3	$2.0 million
Rebalance		$1.1 billion	709	7	$1.6 million
Retirement Resources Investment Corporation		$1.4 billion	136	2	$10.0 million
RMC Investment Advisors		$852.1 million	393	7	$2.2 million
Rockbridge Investment Management		$1.3 billion	1,510	11	$836,363
RZH Advisors		$1.4 billion	394	7	$3.6 million
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
SK Wealth Management		$377.2 million	321	5	$1.2 million
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steele Capital Management		$2.3 billion	1,569	11	$1.5 million
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
The Financial Advisors		$850.0 million	749	7	$1.1 million
Three Magnolias Financial Advisors		$270.2 million	628	3	$430,191
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Washington Trust Advisors		$1.8 billion	749	6	$2.3 million
Wealthquest Corporation		$1.5 billion	1,491	12	$1.0 million
Weybosset Research & Management		$307.5 million	264	2	$1.2 million
Whitener Capital Management		$346.2 million	588	3	$588,762
Wingate Wealth Advisors		$1.1 billion	642	14	$1.7 million

View More

Find a financial advisor in Rhode Island

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

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.

About the Editorial Team

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.