Top financial advisors in East Providence, RI
We’ve curated a list of the best financial advisors in East Providence, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$171,604,130
Number of advisors
10 advisors
| $171,604,130 | 10 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 East Providence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Providence. 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.
Axis Wealth Partners, LLC
Axis Wealth Partners, LLC is an investment adviser firm founded in February 2013, registered with the United States Securities and Exchange Commission. The firm specializes in managing individually tailored investment portfolios, offering continuous advice based on clients' needs. They manage $289,667,386 on a discretionary basis as of February 27, 2025. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on passive investment management. Clients can impose reasonable restrictions on investments. Fees are based on a tiered structure, with a blended fee calculated based on assets under management. The firm engages Advyzon Investment Management LLC for outsourced trading services and participates in the Nucleus model marketplace. Services also include pension consulting, business consulting, and financial planning. The firm acts as a fiduciary, putting clients' interests first. Clients have the right to limit sharing of personal information. The firm has a Business Continuity Plan in place for disaster recovery and safeguards clients' personal information through physical, procedural, and electronic measures. Clients receive annual Privacy Policy notices and can limit sharing of personal information for marketing purposes.
$171,604,130 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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 East Providence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Providence. 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.
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