Top financial advisors in Wakefield, RI
We've curated a list of the best financial advisors in Wakefield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $126,201,394 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Wakefield, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
D & P Investment Advisors, Ltd.
D & P Investment Advisors, Ltd is an SEC-registered investment adviser offering financial planning, consulting, and investment management services. The firm, established in 2002, is owned by Mark R. Provost and manages $173,823,817 in assets as of December 31, 2024, on a non-discretionary basis. Clients can engage D & P for comprehensive financial planning, retirement, and education planning services. Investment management services include asset allocation among mutual funds, ETFs, and individual securities tailored to clients' risk tolerance and goals. D & P charges an hourly fee for financial planning and consulting services, ranging from $250 to $280, and an annual fee of 1.00% of assets under management for investment management. The firm may negotiate fees based on various criteria. There is no minimum account requirement to start or maintain a relationship. D & P's investment strategies involve fundamental and technical analysis to build diversified portfolios. The firm does not provide performance-based fees, exercise investment discretion, or vote client securities. Clients receive regular account reviews and statements from the custodian. D & P recommends utilizing Fidelity for custody and brokerage services, considering factors like financial strength and execution quality. The firm may aggregate client orders for best execution and periodically reviews its brokerage practices to ensure compliance with best execution standards.
$126,201,394 under management
1 advisor
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
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Wakefield, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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