Find a Financial Advisor in Providence County, RI

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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

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 Providence County, RI


  • Financial Advisor Close to Providence County, RI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.




 

COMPTON CAPITAL MANAGEMENT INC

Website

(401) 453-4040

155 Westminster Street
Suite 1100
Providence, RI 2903

SEC#: 801-38720
Years in Business: 31 years

WEYBOSSET RESEARCH & MANAGEMENT LLC

Website

(401) 421-7171

72 South Main Street

Providence, RI 2903

SEC#: 801-57627
Years in Business: 21 years

CANTON HATHAWAY LLC

Website

(401) 433-7800

One West Exchange Street
Suite 3202
Providence, RI 2903

SEC#: 801-113544
Years in Business: 3 years

PROVIDENCE EQUITY CAPITAL MARKETS L.L.C.

Website

(401) 751-1700

50 Kennedy Plaza

Providence, RI 2903

SEC#: 801-71993
Years in Business: 11 years

MATHEYS LANE CAPITAL MANAGEMENT L.P.

Website

(401) 262-4600

10 Memorial Boulevard
Suite 1003
Providence, RI 2903

SEC#: 801-69768
Years in Business: 13 years

NEW ENGLAND INVESTMENT CONSULTANTS, LTD.

Website

(401) 274-5000

790 North Main Street

Providence, RI 2904

SEC#: 801-113706
Years in Business: 3 years

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Website

(401) 455-1230

100 Westminster St.
Suite 1202
Providence, RI 2903

SEC#: 801-56822
Years in Business: 22 years

REX CAPITAL ADVISORS, LLC

Website

(401) 383-5370

50 Park Row West
Suite 113
Providence, RI 2903

SEC#: 801-61630
Years in Business: 19 years

ENDURANCE WEALTH MANAGEMENT, INC.

Website

(401) 854-0993

101 Dyer Street 4th Floor

Providence, RI 2903

SEC#: 801-70077
Years in Business: 13 years

 


Providence County, RI Financial Advisor FAQs

Providence County is located in the state of Rhode Island in the United States. Providence County is north of Kent County. CVS Health, Infosys, and Tata Consultancy Services are some of the notable employers in Providence County Providence was one of the country's first industrial cities, and it became known for its textile production. In Providence, Rhode Island, we've teamed up with top-tier financial experts to connect you with them. Providence is the capital and most populous city of the U.S. state of Rhode Island. It was founded in 1636 by Roger Williams, a Reformed Baptist theologian and religious exile from the Massachusetts Bay Colony, and is one of the oldest cities in the United States. A number of our financial advisors are in high demand, so you'll want to find one who can help you with your financial situation. Find financial advisors in your area by looking through the list below!

A financial advisor will provide you with counsel on how to make investment decisions.

If you are not financially literate enough to at the very least, research stocks and mutual funds, then yes.

There are many factors to consider when choosing a financial advisor. The most important consideration is whether they are fiduciaries, which means they act on your behalf for the sole benefit of you and your family.

Financial advisors can charge anywhere from 1% to 2%. The more affluent the client, the higher the fee.