Best Financial Advisor Firms Rhode Island 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Rhode Island.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Rhode Island are as followed:

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 4.5/5 Stars $4.1 million 14 1 $294,406
Apella Capital 4.5/5 Stars $2.4 billion 2,432 31 $969,161
Apexium Financial 4.5/5 Stars $2.4 billion 643 7 $3.7 million
Arlen Capital 5/5 Stars $323.7 million 213 4 $1.5 million
Armstrong Advisory Group 4.5/5 Stars $889.1 million 1,011 8 $879,450
Axis Advisors 4.5/5 Stars $178.4 million 521 6 $342,386
Balanced Wealth Management 4.5/5 Stars $74.0 million 91 1 $813,186
Belpointe Asset Management 4.5/5 Stars $3.4 billion 7,432 140 $451,814
Blue Chip Financial Advisors 4.5/5 Stars $96.3 million 183 1 $526,032
Blue Fin Capital 5/5 Stars $403.0 million 361 2 $1.1 million
Brave Family Advisors 5/5 Stars $482.2 million 222 5 $2.2 million
Breachway Investments 4.5/5 Stars $72.0 million 84 1 $857,142
Briggs Advisory Group 4.5/5 Stars $433.1 million 400 8 $1.1 million
Capital Preservation Advisors 4.5/5 Stars $2.8 million 4 5 $692,576
Capital Wealth Management 4.5/5 Stars $764.5 million 533 9 $1.4 million
CB Capital 4.5/5 Stars $67.6 million 45 1 $1.5 million
Cornerstone Financial Management 5/5 Stars $84.4 million 75 3 $1.1 million
Cornerstone Investment Services 4.5/5 Stars $39.5 million 88 2 $448,332
Corrigan Financial 5/5 Stars $1.1 billion 1,075 10 $1.0 million
Diversified Resources 4.5/5 Stars $184.3 million 567 3 $325,014
Efficient Capital Strategies 4.5/5 Stars $2.9 million 6 1 $491,302
Eliot Rose Wealth Management 4.5/5 Stars $116.9 million 139 2 $840,901
Endurance Wealth Management 5/5 Stars $1.2 billion 766 5 $1.6 million
F L Putnam Investment Management Co. 5/5 Stars $4.5 billion 1,408 31 $3.2 million
Factor Investing Group 4.5/5 Stars $230.8 million 398 3 $579,903
Fiam 4.5/5 Stars $182.2 billion 283 133 $643.8 million
Fidelity Management & Research Company 4.5/5 Stars $3.7 trillion 22,547 433 $163.6 million
Financial Independence 4.5/5 Stars $209.9 million 235 3 $893,142
Forbes Financial Planning 4.5/5 Stars $165.6 million 800 2 $206,974
Fourstar Wealth Advisors 4.5/5 Stars $604.5 million 793 24 $762,254
Gladstone Wealth Group 5/5 Stars $4.0 billion 6,244 107 $641,617
Great Valley Advisor Group 4.5/5 Stars $4.5 billion 11,141 105 $402,996
Green Street Wealth Advisory 4.5/5 Stars $13.3 million 30 1 $442,667
Hall Capital Management Company 5/5 Stars $362.5 million 455 3 $796,688
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
Integrated Wealth Concepts 4.5/5 Stars $7.8 billion 17,654 187 $443,301
Jeffrey J. Brown, CFP® 5/5 Stars $27.8 million 106 1 $261,878
Lally Wealth Management 5/5 Stars $2.8 million 19 1 $149,266
Leonard Martin & Associates 4.5/5 Stars $18.4 million 158 1 $116,392
Lighthouse Financial Management 4.5/5 Stars $176.9 million 123 3 $1.4 million
Lincoln Capital Corporation 5/5 Stars $344.6 million 241 4 $1.4 million
M. W. Aragao Investment Advisors 5/5 Stars $37.5 million 578 0 $64,840
Marstone 5/5 Stars $3.1 million 123 2 $25,537
Mcguire Wealth Management 4.5/5 Stars $687.2 million 275 3 $2.5 million
MD Financial / Vestment Financial 4.5/5 Stars $152.4 million 392 3 $388,750
Napatree Capital 4.5/5 Stars $162.7 million 145 4 $1.1 million
Navy Federal Brokerage Services 4.5/5 Stars $899.1 million 5,286 100 $170,087
Newman Dignan & Sheerar 5/5 Stars $606.3 million 446 6 $1.4 million
Nobadeer Capital Management 4.5/5 Stars $12.3 million 2 1 $6.1 million
Pallas Capital Advisors 4.5/5 Stars $1.6 billion 796 19 $2.0 million
Parsons Capital Management 5/5 Stars $1.9 billion 740 12 $2.5 million
Pathway Capital Management 5/5 Stars $95.6 billion 103 57 $928.5 million
Plum Pointe Wealth Management 4.5/5 Stars $73.8 million 121 4 $609,598
Proactive Financial Solutions 360 4.5/5 Stars $439,400 7 2 $62,771
Professional Planning Group 4.5/5 Stars $1.2 billion 1,314 10 $877,269
Roosevelt Investments 5/5 Stars $3.4 billion 4,704 11 $730,843
Safe Harbor Financial Advisors 5/5 Stars $0.0 40 2 $0.0
SCS Capital Management 4.5/5 Stars $32.2 billion 266 26 $121.0 million
Sheeley & Partners Wealth Management 5/5 Stars $126.0 million 98 3 $1.3 million
SK Wealth Management 5/5 Stars $433.1 million 311 4 $1.4 million
Slocum, Gordon & CO 5/5 Stars $263.4 million 169 2 $1.6 million
South Shore Capital Advisors 4.5/5 Stars $192.5 million 98 3 $2.0 million
Sowa Financial Group 5/5 Stars $369.6 million 511 4 $723,295
Stillwater Investments 5/5 Stars $5.0 million 10 1 $500,000
Strategic Financial Group 4.5/5 Stars $0.0 13 1 $0.0
Strategic Point Investment Advisors 4.5/5 Stars $751.8 million 645 7 $1.2 million
THE Capital Group 4.5/5 Stars $44.3 million 239 1 $185,355
The Capital Group Fiduciary Advisors 4.5/5 Stars $152.6 million 273 1 $558,885
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Wealthcare Investment Partners 4.5/5 Stars $477.2 million 1,123 4 $424,977
Weatherhelm Capital Management 4.5/5 Stars $49.4 million 83 2 $595,402
Weybosset Research & Management 5/5 Stars $300.0 million 220 3 $1.4 million
Whalerock Point Partners 5/5 Stars $668.9 million 159 5 $4.2 million
Wickford Wealth Management 5/5 Stars $47.3 million 60 1 $788,123
Young Richard C & CO 5/5 Stars $1.4 billion 759 8 $1.9 million

More Top Firms by State

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, retirement planning, and more.


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