RIAs in Rhode Island

RIA	People	AUM
Fiam LLC	—	$347.73Bas of Jul 2026
Providence Equity Partners L.l.c.	—	$24.12Bas of Mar 2026
Nautic Partners, LLC	—	$13.97Bas of Apr 2026
Citizens Securities, Inc.	Kieran LynchJohn GaveySteven Bertolo+782 more	$12.87Bas of Oct 2026
Global Strategic Risk Management, LLC	—	$2.91Bas of Mar 2026
Parsons Capital Management Inc	Gregory LavineJohn TrevorRobert Parsons+11 more	$2.38Bas of Apr 2026
Unison	Nir Kaissar	$2.02Bas of Mar 2026
Young Richard C & Co LTD	Richard YoungMatthew YoungEdward Smith+6 more	$1.8Bas of Mar 2026
Professional Planning Group	Malcolm MakinBryan PitneyPeter Wallace+6 more	$1.32Bas of Mar 2026
Capital Wealth Management, LLC	Lee DuckworthPeter AlofsinBrian Glatz+9 more	$1.14Bas of Jul 2026
Upper90	—	$1.11Bas of Mar 2026
Mcguire Wealth Management	Dennis McGuireDennis McGuireSean McGuire	$1.06Bas of Mar 2026
Strategicpoint Investment Advisors LLC	Sean GilesDerek AmeyRichard Anzelone+3 more	$914.8Mas of Mar 2026
Canton Hathaway LLC	Robert CusackMalcolm ChaceKenneth Goodreau+2 more	$866.1Mas of Mar 2026
Wealthcare Investment Partners LLC	David MaillouxBrian CorriveauRussell Winthrop+3 more	$859.6Mas of Aug 2026
Blue Fin Capital, Inc.	—	$755.9Mas of Mar 2026
Newman Dignan & Sheerar, Inc	Richard CavanaghWilliam NewmanErik Manchester+3 more	$731.3Mas of May 2026
Sk Wealth Management, LLC	Jason ArchambaultMackenzie RichardsAndrew Cayer+1 more	$639Mas of Jan 2026
Mystic Asset Management	David AllaireSotirios Pappas	$614.6Mas of Mar 2026
Barrett & Company	Peter JacavoneWilson SavilleMark Rapoza+1 more	$529.7Mas of Mar 2026
Sowa Financial Group	Donna Sowa AllardNathan BeauvaisSteven Beauvais	$517Mas of Feb 2026
Brown, Lisle/Cummings, Inc	Joseph McGinnNathaniel HahnLouis Murphy+5 more	$487.3Mas of Jun 2026
Lincoln Capital Corporation	Brittany MoranAlexander AlbertSean McGuirk	$418.3Mas of Mar 2026
Hall Capital Management Company, Inc.	John TeixeiraRobert HallStephen Clair	$411.6Mas of Sep 2026
The Retirement Planning Company of New England, Inc.	David AllaireSotirios Pappas	$394.4Mas of Mar 2026
Signet Investment Advisory Group, Inc.	Roberta CapuanoErin BeatonVito Capuano	$394.1Mas of Mar 2026
Wealth Management Resources, Inc.	Kevin WorthleyTodd CasazzaChristopher Dipetrillo+3 more	$385.2Mas of Sep 2026
Axis Wealth Partners, LLC	Matthew SweetJane McAuliffeMichael Leonardo+4 more	$377.4Mas of Mar 2026
Arlen Capital, LLC	Peter SullivanFrank McGoffAdam Sullivan+1 more	$348.8Mas of Feb 2026
Weybosset Research & Management, LLC	Justin Deutsch	$340.9Mas of Mar 2026
Fenway Partners, LLC	—	$306.8Mas of Mar 2026
Financial Independence, LLC	Mark LavalleeKevin PierroRick Campbell+1 more	$288.1Mas of Jul 2026
First Financial Advisory Services Inc	Matthew CunninghamGeraldine CunninghamPeter Robinson	$278Mas of Apr 2026
Diversified Resources, LLC	Karen Bacon	$268.8Mas of Mar 2026
Forbes Financial Planning, Inc.	Daniel Forbes	$240.5Mas of Mar 2026
Veritas Wealth Management	Michael AbboodThomas Abbood	$219.9Mas of Aug 2026
Slocum, Gordon & Co. LLP	Jeffrey GordonMichael Moeller	$219.2Mas of Feb 2026
D & P Investment Advisors, LTD.	Mark Provost	$197.8Mas of Mar 2026
Eliot Rose Wealth Management, LLC	Jason Siperstein	$186.3Mas of Feb 2026
Breachway Investments, LLC	Joseph Curran	$164.9Mas of Jul 2026
Have RIA, Inc.	—	$160.8Mas of Mar 2026
Bountiful Investment Management LLC	Joshua WellsManuel Rezendes	$160.5Mas of Mar 2026
Alpha Dog Advisors, Ruff	Eduard HamamjianGeorge Hamamjian	$153.6Mas of Aug 2026
Sheeley & Partners Wealth Management, LLC	George Greer	$131.3Mas of Mar 2026
Cb Capital LLC	Christopher Benoit	$124.5Mas of Sep 2026
Ncu Investment Solutions	Oliver TuttReid HansenMichael Hogan+6 more	$107.6Mas of Jul 2026
Blue Chip Financial Advisors, LLC	Clifford DeckWilliam DelmageJohn Lemme+3 more	$104.1Mas of Aug 2026
Balanced Wealth Management, LLC.	Robert AuclairWilliam Herbert	$102Mas of Aug 2026
Old Forge Wealth Management, LLC	Shaun Scott	$99Mas of Oct 2026
Charles J. Means & Co., LLC	Charles Means	$91.3Mas of Mar 2026

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