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
Top-Ranked Advisors in WESTERLY
#1
97
PROFESSIONAL PLANNING GROUP
WESTERLY, RI · Since 1980
$1.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
95
FIRST FINANCIAL ADVISORY SERVICES INC
WESTERLY, RI · Since 1984
$278M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
95
NAPATREE CAPITAL LLC
WESTERLY, RI · Since 2021
$260M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
FENWAY PARTNERS, LLC
WESTERLY, RI · Since 2023
$307M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.