Financial advisors in East Greenwich, RI

35 advisors · page 1 of 2

Alexander Albert
Financial advisor at Lincoln Capital Corporation
Lincoln Capital Corporation · $418.3M AUM
CFP®VerifiedFinancial planning
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Anthony Lizzi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brittany Moran
Financial advisor at Lincoln Capital Corporation
Lincoln Capital Corporation · $418.3M AUM
CFP®VerifiedFinancial planning
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Daniel Forbes
Financial advisor at Forbes Financial Planning, Inc.
Forbes Financial Planning, Inc. · $240.5M AUM
CFP®VerifiedFinancial planning
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Daniel Legault
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
CFP®VerifiedFinancial planning
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Jason Platt
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Mary Lundstrom
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
CFP®VerifiedFinancial planning
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Alex Smith
Financial advisor at Horace Mann Investors, Inc.
Horace Mann Investors, Inc.
Verified
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Alexander Santangelo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Becky Berman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Christine Canapari
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
VerifiedFinancial planning
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Dylan McSparren
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Erik Wilcox
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Jane McAuliffe
Financial advisor at Axis Wealth Partners, LLC
Axis Wealth Partners, LLC · $377.4M AUM
VerifiedFinancial planning
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Janet Goulart
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Jason Silva
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jed Defalco
Financial advisor at Vetta Investments
Vetta Investments · $1.7M AUM
Verified
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John Turchetta
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jonathan Leuchs
Financial advisor at William Joseph Capital Management, Inc.
William Joseph Capital Management, Inc. · $694.3M AUM
VerifiedFinancial planning
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Joshua Paradis
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Justin Cahir
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kevin Gertsman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Louis Delorenzo
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Mark Read
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Megan Logee
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
VerifiedFinancial planning
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Michael Barrett
Financial advisor at Santander Securities
Santander Securities · $3.14B AUM
VerifiedFinancial planning
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Michael Graziano
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Michelle Caffrey
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Peter Gobis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ryan Gaumond
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in East Greenwich, RI

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in East Greenwich, RI.

How this list works

Before you hire an advisor in East Greenwich, RI