Financial advisors in Providence, RI

38 match · page 1 of 2

Andrea McNamara
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
CFP®VerifiedFinancial planning
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Andrew Cayer
Financial advisor at Sk Wealth Management, LLC
Sk Wealth Management, LLC · $639M AUM
CFP®VerifiedFinancial planning
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Andrew Snape
Financial advisor at Parsons Capital Management Inc
Parsons Capital Management Inc · $2.38B AUM
CFP®VerifiedFinancial planning
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Andrew Wong
Financial advisor at Sk Wealth Management, LLC
Sk Wealth Management, LLC · $639M AUM
CFP®VerifiedFinancial planning
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Arsenio Borges
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Chancellor Harkins
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Daniel Kuhn
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Donald Clarke
Financial advisor at Crestwood Advisors
Crestwood Advisors · $8.02B AUM
CFP®VerifiedFinancial planning
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Donald Previe
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
CFP®VerifiedFinancial planning
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Douglas Bennet
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
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Eduardo Borges
Financial advisor at Goal Wealth Advisory Group, LLC
Goal Wealth Advisory Group, LLC · $14M AUM
CFP®VerifiedFinancial planning
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Erik Manchester
Financial advisor at Newman Dignan & Sheerar, Inc
Newman Dignan & Sheerar, Inc · $731.3M AUM
CFP®VerifiedFinancial planning
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Gary Zahakos
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glen Martin
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
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Gregory Dudzik
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Gregory Lavine
Financial advisor at Parsons Capital Management Inc
Parsons Capital Management Inc · $2.38B AUM
CFP®VerifiedFinancial planning
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Jaslyn Marques
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
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Jason Archambault
Financial advisor at Sk Wealth Management, LLC
Sk Wealth Management, LLC · $639M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Siperstein
Financial advisor at Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC · $186.3M AUM
CFP®VerifiedFinancial planning
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Jeffrey Hanna
Financial advisor at Citizens Private Wealth
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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John Poulton
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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John Trevor
Financial advisor at Parsons Capital Management Inc
Parsons Capital Management Inc · $2.38B AUM
CFP®VerifiedFinancial planning
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Joseph McGinn
Financial advisor at Brown, Lisle/Cummings, Inc
Brown, Lisle/Cummings, Inc · $487.3M AUM
CFP®VerifiedFinancial planning
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Keith Peacock
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kyle Tracey
Financial advisor at Scs Capital Management LLC
Scs Capital Management LLC · $48.65B AUM
CFP®VerifiedFinancial planning
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Lorraine Silva
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mackenzie Richards
Financial advisor at Sk Wealth Management, LLC
Sk Wealth Management, LLC · $639M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marianne Pursley
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
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Matthew Thibault
Financial advisor at Pathstone
Pathstone · $110.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathaniel Hahn
Financial advisor at Brown, Lisle/Cummings, Inc
Brown, Lisle/Cummings, Inc · $487.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Providence, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Providence, RI.

How this list works

Before you hire an advisor in Providence, RI