
Find a Financial Advisor in Kent County, RI
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We did the hard work of finding trustworthy partners in Kent County, RI.
We Only Work With The Best Kent County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Kent County, RI
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Financial Advisor Close to Kent County, RI
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Kent County, RI
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Kent County, RI
We evaluated over 13,000 RIA firms to bring you the best of the best Kent County financial advisors.
How Retirement-Friendly is Kent County, RI?
- Population: 163,869
- % of Population 62 Years and Over: 22.6%
- Average Home Value: $237,600
- Average Monthly Housing Cost: $1,338
- Average Household Income: $93,286
- Rhode Island Total Tax Burden: 9.69% (8th Highest in U.S.)
- Rhode Island Property Tax: 4.44% (5th Highest in U.S.)
- Rhode Island Individual Income Tax: 2.29% (24th Lowest in U.S.)
- Rhode Island Sales and Excise Tax: 2.96% (16th Lowest in U.S.)
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The Top Financial Advisor Firms in Kent County, RI
IVY WEALTH MANAGEMENT, INC.
(401) 681-42661350 Division Road
Suite 200
West Warwick, RI 2893
SEC#: 801-116706
Years in Business: 2 years
CAPITAL WEALTH MANAGEMENT, LLC
(401) 885-10601300 Division Road
Suite 203
West Warwick, RI 2893
SEC#: 801-76539
Years in Business: 10 years
SPIRE WEALTH MANAGEMENT, LLC
(401) 615-9657411 Wakefield St.
West Warwick, RI 2893
SEC#: 801-60468
Years in Business: 20 years
WADDELL & REED, INC.
(401) 885-23421300 Division Rd
Ste 201
West Warwick, RI 2893
SEC#: 801-16720
Years in Business: 40 years
ADVICEPERIOD, LLC
(424) 281-3600650 Main Street
East Greenwich, RI 2818
SEC#: 801-79005
Years in Business: 8 years
STRATEGIC POINT INVESTMENT ADVISORS LLC
(401) 273-1500557 Main Street
East Greenwich, RI 2818
SEC#: 801-61711
Years in Business: 19 years
C2P CAPITAL ADVISORY GROUP, LLC
(401) 470-61615853 Post Rd
201A
East Greenwich, RI 2818
SEC#: 801-72187
Years in Business: 11 years
Kent County, RI Financial Advisor FAQs
Other Nearby Financial Advisors
Washington County, RI
Westerly, RI
Worcester, MA
New Bedford, MA
Leominster, MA
Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.