Top financial advisors in West Warwick, RI
We've curated a list of the best financial advisors in West Warwick, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $772,494,203 Number of advisors 17 advisors | |||
| 2 | Assets under management $113,724,459 Number of advisors 4 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 West Warwick, 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.
Capital Wealth Management, LLC
Capital Wealth Management, LLC is a financial advisory firm based in West Warwick, Rhode Island. It currently has approximately $772,494,203 of assets under management and employs about 17 people. Capital Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$772,494,203 under management
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC, a Registered Investment Adviser established in May 2002, offers tailored financial planning and asset management services. Led by owners Jason Siperstein and Gary Siperstein, the firm specializes in financial planning, risk assessment, investment planning, estate planning, and asset management. Clients benefit from a comprehensive financial planning process that includes a deep understanding of individual circumstances, strategic planning, dynamic adaptation, empowerment through education, and ongoing support. The firm's investment strategies focus on strategic asset allocation, diversification across non-correlated assets, and utilizing ETFs, mutual funds, and interval funds. Eliot Rose operates as a fiduciary, acting in clients' best interests, with a minimum investment requirement of $1,000,000 for asset management services. Fees include a flat fee of $5,400 for financial planning and tiered investment management fees ranging from 0.50% to 1.25% per annum based on assets under management. The firm does not charge performance-based fees and avoids managing conflicting accounts simultaneously. Clients have the option to impose restrictions on investments, and the firm exercises investment discretion with regular account reviews and transparent reporting. Eliot Rose does not have physical custody of client funds and employs cybersecurity measures to safeguard client data.
$113,724,459 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 West Warwick, 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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