PPrivate Fund Data Log in Join · $37/mo

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
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.East Greenwich$102M
Dekoning and Company, LLCNewport$73.7M
Marstone LLCProvidence$2.8M
Veritas Wealth Management LLCNorth Kingstown