RIA Intelligence

Investment Advisers in Rhode Island

91 registered firms

Sort by: AUM Name Employees Last Updated
NAPATREE CAPITAL LLC
CRD #292776 WESTERLY, RI
SEC
AUM
$260M
Employees
4
RANSOM ADVISORY, LTD
CRD #318747 PROVIDENCE, RI
SEC
AUM
$265.5M
Employees
1
AXIS WEALTH PARTNERS, LLC
CRD #167122 EAST PROVIDENCE, RI
SEC
AUM
$289.7M
Employees
9
WEYBOSSET RESEARCH & MANAGEMENT, LLC
CRD #108047 PROVIDENCE, RI
SEC
AUM
$314.7M
Employees
3
ARLEN CAPITAL, LLC
CRD #118113 WARWICK, RI
SEC
AUM
$331.3M
Employees
5
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
CRD #108705 WARWICK, RI
SEC
AUM
$336.3M
Employees
4
SIGNET INVESTMENT ADVISORY GROUP, INC.
CRD #123910 PROVIDENCE, RI
SEC
AUM
$345.2M
Employees
9
HALL CAPITAL MANAGEMENT COMPANY, INC.
CRD #108141 BARRINGTON, RI
SEC
AUM
$368.9M
Employees
9
LINCOLN CAPITAL CORPORATION
CRD #109922 EAST GREENWICH, RI
SEC
AUM
$377.5M
Employees
6
WEALTH MANAGEMENT RESOURCES, INC.
CRD #45452 SMITHFIELD, RI
SEC
AUM
$385.2M
Employees
9
BROWN, LISLE/CUMMINGS, INC.
CRD #1331 PROVIDENCE, RI
SEC Disclosures
AUM
$414.7M
Employees
12
SOWA FINANCIAL GROUP INC
CRD #107646 LINCOLN, RI
SEC
AUM
$419.7M
Employees
7
BRIGGS ADVISORY GROUP, INC.
CRD #291947 LINCOLN, RI
SEC
AUM
$421.4M
Employees
8
BARRETT & COMPANY, INC.
CRD #1175 PROVIDENCE, RI
SEC Disclosures
AUM
$453.5M
Employees
9
MYSTIC ASSET MANAGEMENT, INC.
CRD #170361 WARWICK, RI
SEC
AUM
$529.3M
Employees
3
SK WEALTH MANAGEMENT, LLC
CRD #109114 PROVIDENCE, RI
SEC
AUM
$555.3M
Employees
6
BLUE FIN CAPITAL, INC.
CRD #108451 WARREN, RI
SEC
AUM
$650.6M
Employees
4
WEALTHCARE INVESTMENT PARTNERS LLC
CRD #296475 PORTSMOUTH, RI
SEC
AUM
$654.8M
Employees
11
THE PROVIDENCE GROUP INVESTMENT ADVISORY COMPANY, INC.
CRD #108019 PROVIDENCE, RI
SEC
AUM
$665.5M
Employees
10
NEWMAN DIGNAN & SHEERAR, INC
CRD #107565 PROVIDENCE, RI
SEC
AUM
$669.2M
Employees
8
CANTON HATHAWAY LLC
CRD #297527 PROVIDENCE, RI
SEC Private Funds
AUM
$672.7M
Employees
6
WHALEROCK POINT PARTNERS, LLC
CRD #140781 PROVIDENCE, RI
SEC
AUM
$757.4M
Employees
7
STRATEGIC POINT INVESTMENT ADVISORS LLC
CRD #124636 PROVIDENCE, RI
SEC
AUM
$806.4M
Employees
12
MCGUIRE INVESTMENT GROUP, LLC
CRD #296271 WAKEFIELD, RI
SEC
AUM
$819M
Employees
5
UPPER90 CAPITAL MANAGEMENT, LP
CRD #304179 PROVIDENCE, RI
SEC Private Funds
AUM
$919.9M
Employees
18