Top financial advisors in Barrington, RI
We’ve curated a list of the best financial advisors in Barrington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$333,234,052
Number of advisors
8 advisors
| $333,234,052 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Barrington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Barrington. 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.
Hall Capital Management Company, Inc.
Hall Capital Management Company, Inc. is a registered investment adviser founded in 1997 by Robert F. Hall, who serves as the Principal Owner, Chairman, and Chief Compliance Officer. The firm offers discretionary and non-discretionary investment management services tailored to individual client needs, including asset allocation, financial planning, tax preparation, and consulting services to retirement plan sponsors. Hall Capital acts as a fiduciary, obligated to act in the best interests of clients, with no minimum asset requirements for opening or maintaining an account. For investment management services, Hall Capital charges fees based on a tiered structure, with an annual fee of 1.30% for the first $1,000,000 in assets under management and 0.85% for amounts over $1,000,000. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients may authorize Hall Capital to debit fees directly from their accounts. The firm's investment philosophy focuses on providing consistent growth through proper asset diversification, with a core philosophy of long-term capital appreciation and secure dividend income. Hall Capital primarily invests in established companies and high-quality, investment-grade bonds. The firm also offers financial planning services and does not engage in principal transactions or cross trades between client accounts. Hall Capital's team includes experienced professionals like Stephen M. Clair, Jr., Vice President and Portfolio Manager, and John P. Teixeira, President, who hold relevant educational backgrounds and professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA). The firm has no disciplinary disclosures and operates under the supervision of Robert F. Hall.
$333,234,052 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesConsulting - Tax Preparation Services/retirement Plans
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Barrington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Barrington. 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.
Your first meeting is free.