Best Financial Advisors in PROVIDENCE, Rhode Island
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PROVIDENCE
UNISON
PROVIDENCE, RI · Since 2015
WEYBOSSET RESEARCH & MANAGEMENT, LLC
PROVIDENCE, RI · Since 2000
SK WEALTH MANAGEMENT, LLC
PROVIDENCE, RI · Since 1999
MARSTONE LLC
PROVIDENCE, RI · Since 2013
ELIOT ROSE WEALTH MANAGEMENT, LLC
PROVIDENCE, RI · Since 2021
PROVIDENCE EQUITY PARTNERS L.L.C.
PROVIDENCE, RI · Since 2010
HAVE RIA, INC.
PROVIDENCE, RI · Since 2023
PARSONS CAPITAL MANAGEMENT INC
PROVIDENCE, RI · Since 1993
NAUTIC PARTNERS, LLC
PROVIDENCE, RI · Since 2012
PLUM POINTE WEALTH MANAGEMENT
PROVIDENCE, RI · Since 2024
STRATEGICPOINT INVESTMENT ADVISORS LLC
PROVIDENCE, RI · Since 2002
NEWMAN DIGNAN & SHEERAR, INC
PROVIDENCE, RI · Since 1992
SIGNET INVESTMENT ADVISORY GROUP, INC.
PROVIDENCE, RI · Since 2002
GLOBAL STRATEGIC RISK MANAGEMENT, LLC
PROVIDENCE, RI · Since 2024
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
PROVIDENCE, RI · Since 1999
CANTON HATHAWAY LLC
PROVIDENCE, RI · Since 2018
UPPER90
PROVIDENCE, RI · Since 2020
BROWN, LISLE/CUMMINGS, INC
PROVIDENCE, RI · Since 2021
BARRETT & COMPANY
PROVIDENCE, RI · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PROVIDENCE?
The median advisory fee in PROVIDENCE, RI is 0.95% of assets under management per year, based on Form ADV filings from 19 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.