Top financial advisors in Newport, RI
We’ve curated a list of the best financial advisors in Newport, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$51,862,718
Number of advisors
1 advisors
| $51,862,718 | 1 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 Newport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newport. 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.
Merlin Asset Management
Merlin Asset Management, established in 2016, specializes in Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies. The firm's owner, Michael Obuchowski, has been developing and managing these strategies since 2012. Merlin offers investment supervisory services on a discretionary basis, allowing clients to impose restrictions on investments. As of December 31, 2024, the firm had approximately $39,527,810 assets under management. Merlin utilizes Artificial Intelligence tools to enhance services and improve operational efficiency. For fees, Merlin typically charges a percentage of assets under management, with fees ranging from 1.35% to 0.80% based on the account value. Fees are billed quarterly and can be paid through direct debiting or by check. The firm does not accept performance-based fees. The minimum account size for opening and maintaining a separate account is $100,000, with the option to waive this requirement in certain circumstances. Merlin employs fundamental, quantitative, and macroeconomic analysis methods for security selection. The firm offers various equity investment strategies, including Merlin Large Cap Growth, SMID Cap Growth, Focused Growth, Dynamic Growth, Focus SMID Growth, and SPECTRUM50. Clients have investment discretion options, and Merlin does not take custody of client assets. The firm acts as a fiduciary, with a Code of Ethics in place to ensure fair and ethical practices. Clients can request detailed reports and have access to proxy voting policies.
$51,862,718 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment Companies
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 Newport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newport. 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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