Fiduciary advisors in Providence, RI

19 registered advisers

Providence is a small-state capital with university wealth (Brown, RISD) and a financial services sector that includes Textron and Citizens Financial. Roughly 89% of registered fiduciary firms here are fee-only, totaling 17 practices. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

BARRETT & COMPANY

Also Compensated via Brokerage
Providence, Rhode IslandCRD #1175
Typical Fee--
AUM$453M
Minimum--
Clients1,040

BROWN, LISLE/CUMMINGS, INC

Also Compensated via Brokerage
Providence, Rhode IslandCRD #1331
Typical Fee--
AUM$415M
Minimum--
Clients445

CANTON HATHAWAY LLC

Fee-OnlyAlso Compensated via Product Sales
Providence, Rhode IslandCRD #297527
Typical Fee--
AUM$673M
Minimum--
Clients109

ELIOT ROSE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #120465
Typical Fee--
AUM$186M
Minimum--
Clients400

GLOBAL STRATEGIC RISK MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Providence, Rhode IslandCRD #327157
Typical Fee--
AUM$1.7B
Minimum--
Clients4

HAVE RIA, INC.

Fee-Only, No ConflictsClean Record
Providence, Rhode IslandCRD #327137
Typical Fee--
AUM$162M
Minimum--
Clients1

MARSTONE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #164810
Typical Fee--
AUM$2M
Minimum--
Clients154

NAUTIC PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #159822
Typical Fee--
AUM$13.3B
Minimum--
Clients22

NEWMAN DIGNAN & SHEERAR, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #107565
Typical Fee--
AUM$669M
Minimum--
Clients1,081

PARSONS CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #106295
Typical Fee--
AUM$2.1B
Minimum--
Clients1,864

PLUM POINTE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Providence, Rhode IslandCRD #332618
Typical Fee--
AUM$207M
Minimum--
Clients935

PROVIDENCE EQUITY PARTNERS L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #155678
Typical Fee--
AUM$22.7B
Minimum--
Clients38

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #109013
Typical Fee--
AUM$122M
Minimum--
Clients81

SIGNET INVESTMENT ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #123910
Typical Fee--
AUM$345M
Minimum--
Clients717

SK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #109114
Typical Fee--
AUM$639M
Minimum--
Clients1,206

STRATEGICPOINT INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #124636
Typical Fee--
AUM$806M
Minimum--
Clients1,963

UNISON

Fee-Only, No ConflictsClean Record
Providence, Rhode IslandCRD #155470
Typical Fee--
AUM$1.8B
Minimum--
Clients296

UPPER90

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #304179
Typical Fee--
AUM$920M
Minimum--
Clients29

WEYBOSSET RESEARCH & MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Providence, Rhode IslandCRD #108047
Typical Fee--
AUM$341M
Minimum--
Clients225
Fiduciary Advisors in Providence, Rhode Island | FiduciaryListings