RIA Intelligence

Investment Advisers in Rhode Island

91 registered firms

Sort by: AUM Name Employees Last Updated
SK WEALTH MANAGEMENT, LLC
CRD #109114 PROVIDENCE, RI
SEC
AUM
$555.3M
Employees
6
MYSTIC ASSET MANAGEMENT, INC.
CRD #170361 WARWICK, RI
SEC
AUM
$529.3M
Employees
3
BARRETT & COMPANY, INC.
CRD #1175 PROVIDENCE, RI
SEC Disclosures
AUM
$453.5M
Employees
9
BRIGGS ADVISORY GROUP, INC.
CRD #291947 LINCOLN, RI
SEC
AUM
$421.4M
Employees
8
SOWA FINANCIAL GROUP INC
CRD #107646 LINCOLN, RI
SEC
AUM
$419.7M
Employees
7
BROWN, LISLE/CUMMINGS, INC.
CRD #1331 PROVIDENCE, RI
SEC Disclosures
AUM
$414.7M
Employees
12
WEALTH MANAGEMENT RESOURCES, INC.
CRD #45452 SMITHFIELD, RI
SEC
AUM
$385.2M
Employees
9
LINCOLN CAPITAL CORPORATION
CRD #109922 EAST GREENWICH, RI
SEC
AUM
$377.5M
Employees
6
HALL CAPITAL MANAGEMENT COMPANY, INC.
CRD #108141 BARRINGTON, RI
SEC
AUM
$368.9M
Employees
9
SIGNET INVESTMENT ADVISORY GROUP, INC.
CRD #123910 PROVIDENCE, RI
SEC
AUM
$345.2M
Employees
9
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
CRD #108705 WARWICK, RI
SEC
AUM
$336.3M
Employees
4
ARLEN CAPITAL, LLC
CRD #118113 WARWICK, RI
SEC
AUM
$331.3M
Employees
5
WEYBOSSET RESEARCH & MANAGEMENT, LLC
CRD #108047 PROVIDENCE, RI
SEC
AUM
$314.7M
Employees
3
AXIS WEALTH PARTNERS, LLC
CRD #167122 EAST PROVIDENCE, RI
SEC
AUM
$289.7M
Employees
9
RANSOM ADVISORY, LTD
CRD #318747 PROVIDENCE, RI
SEC
AUM
$265.5M
Employees
1
NAPATREE CAPITAL LLC
CRD #292776 WESTERLY, RI
SEC
AUM
$260M
Employees
4
KLR INVESTMENT ADVISORS, LLC
CRD #124716 PROVIDENCE, RI
SEC Disclosures
AUM
$254.5M
Employees
7
FIRST FINANCIAL ADVISORY SERVICES INC
CRD #105031 WESTERLY, RI
SEC
AUM
$250M
Employees
6
FINANCIAL INDEPENDENCE, LLC
CRD #150515 WARWICK, RI
SEC
AUM
$242.3M
Employees
6
DIVERSIFIED RESOURCES, LLC
CRD #31346 WARWICK, RI
SEC
AUM
$233.7M
Employees
7
SLOCUM GORDON & CO LLP
CRD #104929 NEWPORT, RI
SEC
AUM
$225.2M
Employees
6
FENWAY PARTNERS, LLC
CRD #160630 WESTERLY, RI
SEC Private Funds
AUM
$220M
Employees
3
PROGRESSIVE FINANCIAL STRATEGIES LLC
CRD #110560 PROVIDENCE, RI
SEC
AUM
$213.1M
Employees
--
PLUM POINTE WEALTH MANAGEMENT, LLC
CRD #332618 PROVIDENCE, RI
SEC
AUM
$206.7M
Employees
4
COMPTON CAPITAL MANAGEMENT INC
CRD #107002 PROVIDENCE, RI
SEC
AUM
$201.7M
Employees
2