PPrivate Fund Data Log in Join · $37/mo

Investment advisers in Rhode Island

52 SEC-registered advisers with a main office in Rhode Island, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Providence Equity Partners L.L.C.Providence$22.68B36
Nautic Partners, LLCProvidence$13.32B22
Citizens Securities, Inc.Johnston$9.19B
Parsons Capital Management IncProvidence$2.09B
Unison Advisors LLCProvidence$1.81B
Global Strategic Risk Management, LLCProvidence$1.7B1
Young Richard C & Co LtdNewport$1.56B
New England Professional Planning Group Inc.Westerly$1.17B
Capital Wealth Management, LLCWest Warwick$1B
Upper90 Capital Management, LPProvidence$919.9M29
McGuire Investment Group, LLCWakefield$819M
Strategic Point Investment Advisors LLCProvidence$806.4M
Whalerock Point Partners, LLCProvidence$757.4M
Canton Hathaway LLCProvidence$672.7M4
Newman Dignan & Sheerar, IncProvidence$669.2M
Wealthcare Investment Partners LLCPortsmouth$654.8M
Blue Fin Capital, Inc.Warren$650.6M
Sk Wealth Management, LLCProvidence$555.3M
Mystic Asset Management, Inc.Warwick$529.3M
Barrett & Company, Inc.Providence$453.5M
Sowa Financial Group IncLincoln$419.7M
Brown, Lisle/Cummings, Inc.Providence$414.7M
Wealth Management Resources, Inc.Smithfield$385.2M
Lincoln Capital CorporationEast Greenwich$377.5M
Hall Capital Management Company, Inc.Barrington$368.9M
Signet Investment Advisory Group, Inc.Providence$345.2M
Weybosset Research & Management, LLCProvidence$340.9M
The Retirement Planning Company of New England, Inc.Warwick$336.3M
Arlen Capital, LLCWarwick$331.3M
Axis Wealth Partners, LLCEast Providence$289.7M
Ransom Advisory, LtdProvidence$265.5M
Napatree Capital LLCWesterly$260M
First Financial Advisory Services IncWesterly$250M
Financial Independence, LLCWarwick$242.3M
Diversified Resources, LLCWarwick$233.7M
Slocum Gordon & Co LLPNewport$225.2M
Fenway Partners, LLCWesterly$220M2
Plum Pointe Wealth Management, LLCProvidence$206.7M
Forbes Financial Planning, Inc.East Greenwich$195.5M
D & P Investment Advisors, Ltd.Wakefield$173.8M
Breachway Investments, LLCCharlestown$164.9M
Have RIA, Inc.Providence$162.4M
Eliot Rose Wealth Management, LLCWest Warwick$152.8M
Gea Sphere, LLCCranston$131.4M
Bountiful Investment Management LLCRumford$131.3M
Sheeley & Partners Wealth Management, LLCProvidence$122.4M
Ballast Equity Partners Management Company, LLCProvidence$111.9M3
Balanced Wealth Management, LLC.East Greenwich$102M
Dekoning and Company, LLCNewport$74.1M
Fiam LLCSmithfield$27.1M20
Page 1 of 2Next →