Best Financial Advisor Firms Rhode Island 2025

Written by AdvisorSearch.org

February 06, 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		$400.6 million	1,433	3	$279,557
Adviceone Advisory Services		$1.4 billion	1,290	13	$1.1 million
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Barry Investment Advisors		$654.9 million	402	6	$1.6 million
Baxter Investment Management		$915.1 million	416	5	$2.2 million
Blbb Advisors		$2.3 billion	1,337	13	$1.7 million
Blue FIN Capital		$507.5 million	280	2	$1.8 million
Brave Family Advisors		$491.3 million	334	7	$1.5 million
Cadence Wealth Management		$305.4 million	682	7	$447,777
Cambridge Financial Group		$258.1 million	221	3	$1.2 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Claro Advisors		$1.0 billion	1,019	17	$1.0 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Clinton Investment Management		$2.8 billion	1,402	8	$2.0 million
Connecticut Wealth Management		$3.2 billion	1,388	40	$2.3 million
Corrigan Financial		$1.0 billion	1,077	9	$959,742
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Dock Street Asset Management		$732.9 million	131	3	$5.6 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Fagan Associates		$677.0 million	1,610	2	$420,521
Familywealth Asset Management		$175.1 million	412	4	$424,887
First National Advisors		$1.4 billion	857	8	$1.6 million
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
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
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
GSB Wealth Management		$475.0 million	838	8	$566,841
Hall Capital Management Company		$368.9 million	514	3	$717,680
Income & Asset Advisory		$116.0 million	303	4	$382,850
Investment Advisory Group		$994.4 million	1,508	5	$659,442
JMG Financial Group		$5.4 billion	1,552	37	$3.5 million
Latitude Advisors		$340.4 million	1,502	74	$226,625
Lincoln Capital Corporation		$349.9 million	270	3	$1.3 million
LVZ		$874.6 million	2,415	15	$362,171
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		$126.7 million	236	3	$536,935
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Middleton & Company		$1.0 billion	352	6	$3.0 million
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
MSA Financial		$1.2 billion	1,318	8	$886,946
New England Capital Financial Advisors		$528.8 million	1,121	6	$471,755
New England Private Wealth Advisors		$2.7 billion	345	7	$7.8 million
Newman Dignan & Sheerar		$612.9 million	448	6	$1.4 million
Northeast Financial		$4.1 billion	267	2	$15.5 million
Northstar Asset Management		$727.3 million	190	5	$3.8 million
Novem Group		$1.2 billion	3,033	29	$385,964
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Parsons Capital Management		$1.9 billion	737	13	$2.6 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Pinney & Scofield		$666.2 million	285	3	$2.3 million
Portland Global Advisors		$894.6 million	258	9	$3.5 million
Rebalance		$1.3 billion	673	9	$2.0 million
Retirement Resources Investment Corporation		$2.0 billion	152	2	$13.1 million
RMC Investment Advisors		$950.8 million	390	7	$2.4 million
RZH Advisors		$1.7 billion	404	7	$4.3 million
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Signet Investment Advisory Group		$309.2 million	168	1	$1.8 million
SK Wealth Management		$555.3 million	337	4	$1.6 million
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Sowa Financial Group		$352.2 million	509	4	$691,909
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steele Capital Management		$2.7 billion	1,579	11	$1.7 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
The Financial Advisors		$981.1 million	728	7	$1.3 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Washington Trust Advisors		$1.9 billion	574	9	$3.3 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		$409.2 million	758	5	$539,882
Wingate Wealth Advisors		$1.2 billion	617	16	$2.0 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.