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
| $126,201,394 | 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 Wakefield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wakefield. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension 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.
Methodology
To generate our top financial advisors list in Wakefield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wakefield. 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.