RIA Intelligence

Investment Advisers in Rhode Island

91 registered firms

Sort by: AUM Name Employees Last Updated
OCONNELL INVESTMENT SERVICES INC
CRD #106970 LINCOLN, RI
SEC
AUM
$199.5M
Employees
10
FORBES FINANCIAL PLANNING, INC.
CRD #143912 EAST GREENWICH, RI
SEC
AUM
$195.5M
Employees
3
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
CRD #127748 WESTERLY, RI
SEC
AUM
$184.1M
Employees
8
OCEAN STATE ASSET MANAGEMENT, LLC
CRD #133452 PROVIDENCE, RI
SEC
AUM
$176.1M
Employees
1
ST. ONGE, PAUL, PHILIP
CRD #31338 EAST GREENWICH, RI
SEC
AUM
$175M
Employees
5
D & P INVESTMENT ADVISORS, LTD.
CRD #119631 WAKEFIELD, RI
SEC
AUM
$173.8M
Employees
1
HAVE RIA, INC.
CRD #327137 PROVIDENCE, RI
SEC
AUM
$162.4M
Employees
9
PROVIDENCE EQUITY CAPITAL MARKETS L.L.C.
CRD #155669 PROVIDENCE, RI
SEC Private Funds
AUM
$154.4M
Employees
0
ST. ONGE, PAUL PHILIP
CRD #156300 EAST GREENWICH, RI
SEC
AUM
$150M
Employees
1
IVY WEALTH MANAGEMENT, INC.
CRD #164557 WEST WARWICK, RI
SEC
AUM
$149.9M
Employees
8
GEA SPHERE, LLC
CRD #152001 CRANSTON, RI
SEC
AUM
$131.4M
Employees
3
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD #281437 RUMFORD, RI
SEC
AUM
$131.3M
Employees
2
BREACHWAY INVESTMENTS, LLC
CRD #299102 CHARLESTOWN, RI
SEC
AUM
$131.3M
Employees
2
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
CRD #109013 PROVIDENCE, RI
SEC
AUM
$122.4M
Employees
3
LOCKE CAPITAL MANAGEMENT INC
CRD #106742 NEWPORT, RI
SEC
AUM
$74.8M
Employees
5
DEKONING AND COMPANY, LLC
CRD #141605 NEWPORT, RI
SEC
AUM
$74.1M
Employees
1
CLEARPATH WEALTH MANAGEMENT, LLC
CRD #146119 PROVIDENCE, RI
SEC Private Funds
AUM
$71.7M
Employees
1
CORNERSTONE INVESTMENT SERVICES LLC
CRD #129164 PROVIDENCE, RI
SEC
AUM
$65.6M
Employees
6
THE CAPITAL GROUP INVESTMENT ADVISORS INC
CRD #129615 CRANSTON, RI
SEC
AUM
$58.5M
Employees
1
GLOBAL EQUITY ADVISORS, LLC
CRD #137649 PROVIDENCE, RI
SEC
AUM
$58.1M
Employees
5
COHESION CAPITAL LLC
CRD #159436 PROVIDENCE, RI
Private Funds
AUM
$50.4M
Employees
2
BENTLEY WEALTH ADVISORS, LLC
CRD #126007 WARWICK, RI
SEC
AUM
$49.4M
Employees
11
BLUE CHIP FINANCIAL ADVISORS, LLP
CRD #119510 EAST PROVIDENCE, RI
SEC
AUM
$42.9M
Employees
1
VAN LIEW CAPITAL INC
CRD #105502 PROVIDENCE, RI
SEC
AUM
$42.9M
Employees
--
LEE KRASNER GROUP LTD
CRD #112816 PROVIDENCE, RI
SEC
AUM
$42M
Employees
1