Best Financial Advisor Firms Rhode Island 2025

Written by AdvisorSearch.org

March 07, 2025

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
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Adviceone Advisory Services		$1.7 billion	1,345	17	$1.2 million
Apella Wealth		$4.7 billion	3,976	44	$1.2 million
Barry Investment Advisors		$712.6 million	387	8	$1.8 million
Baxter Investment Management		$1.0 billion	434	5	$2.3 million
Blbb Advisors		$2.7 billion	1,515	13	$1.8 million
Blue FIN Capital		$650.6 million	418	2	$1.6 million
Brave Family Advisors		$542.8 million	361	7	$1.5 million
Cadence Wealth Management		$305.4 million	682	7	$447,777
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Carl P. Sherr & Co		$450.5 million	296	3	$1.5 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Claro Advisors		$1.0 billion	1,019	17	$1.0 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Clinton Investment Management		$3.5 billion	1,846	11	$1.9 million
Colony Family Offices		$3.0 billion	587	6	$5.1 million
Connecticut Wealth Management		$3.7 billion	1,391	44	$2.7 million
Corrigan Financial		$1.0 billion	1,077	9	$959,742
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
Dock Street Asset Management		$905.8 million	161	3	$5.6 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Excalibur Management Corp		$657.0 million	312	7	$2.1 million
Fagan Associates		$801.6 million	1,749	2	$458,340
Familywealth Asset Management		$175.1 million	412	4	$424,887
First National Advisors		$1.4 billion	857	8	$1.6 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Genesis Wealth Advisors		$175.2 million	229	6	$765,055
Geowealth Management		$12.3 billion	49,816	20	$247,576
GSB Wealth Management		$540.4 million	829	8	$651,908
Hall Capital Management Company		$368.9 million	514	3	$717,680
Income & Asset Advisory		$136.1 million	298	4	$456,581
Investment Advisory Group		$994.4 million	1,508	5	$659,442
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
Latitude Advisors		$379.5 million	1,675	70	$226,576
Lincoln Capital Corporation		$377.5 million	266	4	$1.4 million
LVZ		$969.2 million	2,387	15	$406,035
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcnamara Financial Services		$680.1 million	925	4	$735,262
Mench Financial		$121.2 million	184	3	$658,703
Middleton & Company		$1.2 billion	371	6	$3.1 million
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
MSA Financial		$1.2 billion	1,318	8	$886,946
New England Capital Financial Advisors		$600.0 million	1,163	6	$515,942
New England Private Wealth Advisors		$3.0 billion	372	8	$8.1 million
Newman Dignan & Sheerar		$669.2 million	471	6	$1.4 million
Northeast Financial		$4.6 billion	292	2	$15.7 million
Northstar Asset Management		$727.3 million	190	5	$3.8 million
Novem Group		$1.4 billion	3,399	32	$415,899
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Parsons Capital Management		$2.1 billion	740	13	$2.8 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Pinney & Scofield		$749.0 million	293	3	$2.6 million
Portland Global Advisors		$1.0 billion	291	9	$3.5 million
Rebalance		$1.6 billion	652	7	$2.4 million
Retirement Resources Investment Corporation		$2.0 billion	152	2	$13.1 million
RMC Investment Advisors		$986.8 million	396	7	$2.5 million
RZH Advisors		$2.1 billion	432	7	$4.9 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Signet Investment Advisory Group		$345.2 million	176	2	$2.0 million
SK Wealth Management		$555.3 million	337	4	$1.6 million
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Sowa Financial Group		$419.7 million	525	3	$799,503
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Steele Capital Management		$3.0 billion	1,601	11	$1.9 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TFC Financial Management		$1.5 billion	409	10	$3.8 million
The Financial Advisors		$1.1 billion	843	7	$1.3 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Washington Trust Advisors		$2.0 billion	542	9	$3.7 million
Wealthquest Corporation		$1.8 billion	1,552	12	$1.2 million
Weybosset Research & Management		$314.7 million	259	2	$1.2 million
Whitener Capital Management		$506.1 million	605	5	$836,527
Wingate Wealth Advisors		$1.3 billion	620	15	$2.1 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.