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Best Financial Advisors near Rumford, Rhode Island


To help Americans find the best financial advisors in Rumford, Rhode Island, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Rumford, Rhode Island.


1. The Mather Group
   (630) 537-1078
10 Dorrance Street Suite 700, Providence, Rhode Island

The Mather Group, registered in 2011, manages $3.9 billion for 1,827 clients.

2. Hall Capital Management Company
   (401) 245-0049
26 Bosworth Street, Suite 4. Barrington, RI

Hall Capital Management Company, registered in 1997, manages $298.2 million for 313 clients.

3. SK Wealth Management
   (401) 331-1575
50 Holden ST Providence, RI

SK Wealth Management, registered in 1999, manages $312.9 million for 273 clients.

4. Blue Fin Capital
   (401) 454-0772
91 Main Street, Suite 118. Warren, RI

Blue Fin Capital, registered in 1998, manages $283.2 million for 311 clients.

5. F L Putnam Investment Management Co.
   (800) 344-3435
10 Weybosset Street 3rd Floor, Providence, Rhode Island

F L Putnam Investment Management Co., registered in 1984, manages $2.8 billion for 1,145 clients.

6. Newman Dignan & Sheerar
   (401) 351-4010
56 Exchange Terrace, Suite 200. Providence, RI

Newman Dignan & Sheerar, registered in 1992, manages $463.3 million for 412 clients.

7. Lincoln Capital Corporation
   (401) 454-3040
40 Westminster Street, Suite 202. Providence, RI

Lincoln Capital Corporation, registered in 1991, manages $251.9 million for 218 clients.

8. Marstone
   (212) 203-7790
171 Chestnut Street, Providence, Rhode Island

Marstone, registered in 2013, manages $742,734.00 for 33 clients.

9. Sheeley & Partners Wealth Management
   (401) 455-1230
100 Westminster ST., Suite 1202. Providence, RI

Sheeley & Partners Wealth Management, registered in 1999, manages $101.0 million for 102 clients.

10. Endurance Wealth Management
   (401) 854-0993
101 Dyer Street 4th Floor Providence, RI

Endurance Wealth Management, registered in 2009, manages $968.1 million for 737 clients.

11. Whalerock Point Partners
   (401) 228-7799
One Turks Head Place, Suite 1400. Providence, RI

Whalerock Point Partners, registered in 2006, manages $348.4 million for 102 clients.

12. Pathway Capital Management
   (401) 589-3400
500 Exchange Street Suite 1100, Providence, Rhode Island

Pathway Capital Management, registered in 1997, manages $61.5 billion for 95 clients.

13. Hightower Advisors
   (401) 537-1021
3 Davol Square Suite 8330, Providence, Rhode Island

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

14. Weybosset Research & Management
   (401) 421-7171
72 South Main Street Providence, RI

Weybosset Research & Management, registered in 2000, manages $218.5 million for 204 clients.

15. Sowa Financial Group
   (401) 434-8090
14 Breakneck Hill Road, Suite 202. Lincoln, RI

Sowa Financial Group, registered in 1993, manages $285.1 million for 600 clients.

16. Parsons Capital Management
   (401) 521-2440
10 Weybosset Street, Ste 1000 Providence, RI

Parsons Capital Management, registered in 1993, manages $1.4 billion for 681 clients.

17. Apella Capital
   (860) 785-2260
298 West Exchange Street Suite 101, Providence, Rhode Island

Apella Capital, registered in 2014, manages $869.0 million for 1,811 clients.

18. Roosevelt Investments
   (646) 452-6700
4 Richmond Square Suite 100, Providence, Rhode Island

Roosevelt Investments, registered in 1991, manages $2.7 billion for 4,647 clients.

19. Strategic Point Investment Advisors
   (401) 273-1500
294 West Exchange Street Providence, RI

Strategic Point Investment Advisors, registered in 2002, manages $611.8 million for 639 clients.

20. Strategic Point Investment Advisors
   (401) 273-1500
Multiple Locations

Strategic Point Investment Advisors, registered in 2002, manages $611.8 million for 639 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Rhode Island


Barrington, Rhode Island Cranston, Rhode Island East Providence, Rhode Island Johnston, Rhode Island North Providence, Rhode Island Providence, Rhode Island Riverside, Rhode Island Rumford, Rhode Island Warren, Rhode Island Warwick, Rhode Island

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