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Investment advisers in Rhode Island

50 SEC-registered advisers with a main office in Rhode Island, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Fiam LLCSmithfield$347.73B21
Providence Equity Partners L.L.C.Providence$24.12B39
Nautic Partners, LLCProvidence$13.97B18
Citizens Securities, Inc.Johnston$12.87B—
Global Strategic Risk Management, LLCProvidence$2.91B1
Parsons Capital Management IncProvidence$2.38B—
Unison Advisors LLCProvidence$2.02B—
Young Richard C & Co LtdNewport$1.8B—
New England Professional Planning Group Inc.Westerly$1.32B—
Capital Wealth Management, LLCWest Warwick$1.14B—
Upper90 Capital Management, LPProvidence$1.11B31
McGuire Investment Group, LLCWakefield$1.06B—
Strategic Point Investment Advisors LLCProvidence$914.8M—
Canton Hathaway LLCProvidence$866.1M4
Wealthcare Investment Partners LLCPortsmouth$859.6M—
Blue Fin Capital, Inc.Warren$755.9M—
Newman Dignan & Sheerar, IncProvidence$731.3M—
Sk Wealth Management, LLCProvidence$639M—
Mystic Asset Management, Inc.Warwick$614.6M—
Barrett & Company, Inc.Providence$529.7M—
Sowa Financial Group IncLincoln$517M—
Brown, Lisle/Cummings, Inc.Providence$487.3M—
Lincoln Capital CorporationEast Greenwich$418.3M—
Hall Capital Management Company, Inc.Barrington$411.6M—
The Retirement Planning Company of New England, Inc.Warwick$394.4M—
Signet Investment Advisory Group, Inc.Providence$394.1M—
Wealth Management Resources, Inc.Smithfield$385.2M—
Axis Wealth Partners, LLCEast Providence$377.4M—
Arlen Capital, LLCWarwick$348.8M—
Weybosset Research & Management, LLCProvidence$340.9M—
Fenway Partners, LLCWesterly$306.8M2
Financial Independence, LLCWarwick$288.1M—
First Financial Advisory Services IncWesterly$278M—
Diversified Resources, LLCWarwick$268.8M—
Napatree Capital LLCWesterly$260M—
Forbes Financial Planning, Inc.East Greenwich$240.5M—
Veritas Wealth Management LLCNorth Kingstown$219.9M—
Slocum Gordon & Co LLPNewport$219.2M—
D & P Investment Advisors, Ltd.Wakefield$197.8M—
Eliot Rose Wealth Management, LLCProvidence$186.3M—
Breachway Investments, LLCCharlestown$164.9M—
Have RIA, Inc.Providence$160.8M—
Bountiful Investment Management LLCRumford$160.5M—
Gea Sphere, LLCCranston$153.6M—
Sheeley & Partners Wealth Management, LLCProvidence$131.3M—
Ballast Equity Partners Management Company, LLCProvidence$111.9M3
Plum Pointe Wealth Management, LLCProvidence$104.7M—
Balanced Wealth Management, LLC.West Warwick$102M—
Dekoning and Company, LLCNewport$73.7M—
Marstone LLCProvidence$2.8M—