Best Financial Advisors in WESTERLY, Rhode Island
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$307M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in WESTERLY
#1
79
FIRST FINANCIAL ADVISORY SERVICES INC
WESTERLY, RI · Since 1984
$278M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
76
NAPATREE CAPITAL LLC
WESTERLY, RI · Since 2021
$260M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
76
FENWAY PARTNERS, LLC
WESTERLY, RI · Since 2023
$307M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
PROFESSIONAL PLANNING GROUP
WESTERLY, RI · Since 1980
$1.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
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 WESTERLY?
The median advisory fee in WESTERLY, RI is 0.95% of assets under management per year, based on Form ADV filings from 4 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.