Top 10 advisors in Rhode Island
We’ve curated a list of the best financial advisors in Rhode Island, take a look at it below
Find an advisor in Rhode Island| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,599,323,060 | 65 advisors | ||
| 2 | $939,622,618 | 11 advisors | ||
| 3 | $772,494,203 | 17 advisors | ||
| 4 | $601,949,402 | 8 advisors | ||
| 5 | $525,987,124 | 8 advisors | ||
| 6 | $495,689,785 | 6 advisors | ||
| 7 | $421,357,710 | 8 advisors | ||
| 8 | $365,740,980 | 4 advisors | ||
| 9 | $333,234,052 | 8 advisors | ||
| 10 | $314,740,971 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Rhode Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rhode Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Nautic Partners, LLC
Assets under management
$8,599,323,060
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Rex Capital Advisors, LLC
Assets under management
$939,622,618
Fee structure
A percentage of assets under your management
Fixed fees
ANNUAL/MONTHLY FIXED CONSULTING FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Capital Wealth Management, LLC
Assets under management
$772,494,203
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Whalerock Point Partners, LLC
Assets under management
$601,949,402
Fee structure
A percentage of assets under your management
Fixed fees
CONSULTING FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting Service To Dental Insurance Company
5. Newman Dignan & Sheerar, Inc
Assets under management
$525,987,124
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Financial Consulting Services
6. Canton Hathaway LLC
Assets under management
$495,689,785
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Briggs Advisory Group, Inc.
Assets under management
$421,357,710
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Blue Fin Capital, Inc.
Assets under management
$365,740,980
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
9. Hall Capital Management Company, Inc.
Assets under management
$333,234,052
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting - Tax Preparation Services/retirement Plans
- Not sure which one to choose?Use our smart matching tool
10. Wealth Management Resources, Inc.
Assets under management
$314,740,971
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Your first meeting is free.