Best Financial Advisor Firms Rhode Island 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Rhode Island in 2024.

Best Firms in Rhode Island

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Adviceone Advisory Services		$2.0 billion	1,449	14	$1.4 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Balanced Wealth Management		$102.0 million	248	2	$411,128
Barry Investment Advisors		$846.8 million	398	8	$2.1 million
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
Blue FIN Capital		$755.9 million	683	2	$1.1 million
Brave Family Advisors		$624.3 million	356	7	$1.8 million
Byrne Financial Freedom		$546.4 million	967	6	$565,080
Cadence Wealth Management		$448.0 million	696	6	$643,642
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Carl P. Sherr & Co		$505.4 million	292	3	$1.7 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Claro Advisors		$1.4 billion	1,123	18	$1.3 million
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clinton Investment Management		$3.9 billion	2,146	12	$1.8 million
Colony Family Offices		$3.4 billion	656	7	$5.1 million
Connecticut Wealth Management		$4.5 billion	1,517	50	$3.0 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Dock Street Asset Management		$1.1 billion	178	2	$6.2 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Fagan Associates		$940.7 million	1,800	3	$522,629
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Genesis Wealth Advisors		$200.1 million	231	6	$866,121
Geowealth Management		$17.6 billion	51,018	20	$344,477
Grey Ledge Advisors		$616.0 million	887	8	$694,524
Guideline Investments		$16.5 billion	87,973	2	$187,499
Hall Capital Management Company		$411.6 million	543	3	$758,099
Heritage Capital		$146.9 million	146	3	$1.0 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Income & Asset Advisory		$174.8 million	287	4	$609,190
Investment Advisory Group		$1.2 billion	1,542	5	$789,234
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
Latitude Advisors		$566.5 million	1,590	66	$356,289
Lincoln Capital Corporation		$418.3 million	270	3	$1.5 million
LVZ		$1.1 billion	2,473	16	$455,006
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Matson Money		$24.3 billion	29,985	7	$811,358
Mcnamara Financial Services		$797.9 million	934	4	$854,263
Mench Financial		$130.6 million	183	3	$713,532
Middleton & Company		$1.2 billion	368	7	$3.4 million
Milestone Financial Planning		$590.3 million	257	12	$2.3 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
MSA Financial		$1.4 billion	1,338	8	$1.1 million
New England Capital Financial Advisors		$673.0 million	1,211	6	$555,748
New England Private Wealth Advisors		$5.1 billion	434	9	$11.7 million
Newman Dignan & Sheerar		$731.3 million	536	7	$1.4 million
Northstar Asset Management		$805.9 million	194	8	$4.2 million
Novem Group		$1.7 billion	3,653	32	$470,200
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Parsons Capital Management		$2.4 billion	746	14	$3.2 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Pinney & Scofield		$858.7 million	295	3	$2.9 million
Portland Global Advisors		$1.2 billion	304	11	$3.9 million
Rebalance		$1.9 billion	656	8	$2.9 million
Retirement Resources Investment Corporation		$2.4 billion	152	2	$16.1 million
RMC Investment Advisors		$1.1 billion	383	7	$2.8 million
RZH Advisors		$2.4 billion	451	7	$5.4 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
SAX Wealth Advisors		$3.6 billion	1,655	37	$2.2 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Sightline Wealth Advisors		$354.2 million	290	4	$1.2 million
Signet Investment Advisory Group		$394.1 million	198	4	$2.0 million
Siharum Advisors		$687.5 million	101	2	$6.8 million
Silverlake Wealth Management		$849.1 million	1,072	11	$792,047
SK Wealth Management		$639.0 million	323	4	$2.0 million
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Slocum, Gordon & Co		$219.2 million	131	2	$1.7 million
Sowa Financial Group		$517.0 million	572	3	$903,875
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Strathmore Capital Advisors		$805.0 million	501	11	$1.6 million
Successful Money Strategies		$227.1 million	273	1	$831,889
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TFC Financial Management		$1.8 billion	415	10	$4.3 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Patriot Financial Group		$2.6 billion	2,545	33	$1.0 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Washington Trust Advisors		$2.4 billion	845	14	$2.8 million
Wealthquest Corporation		$2.2 billion	1,593	14	$1.4 million
Weybosset Research & Management		$340.9 million	224	2	$1.5 million
Whitener Capital Management		$598.5 million	851	5	$703,257
Wingate Wealth Advisors		$1.4 billion	649	15	$2.2 million
Withum Wealth Management		$2.3 billion	798	11	$2.9 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Rhode Island 2024.

Firm has:

• Jurisdiction in Rhode Island
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.