Financial advisors in Westerly, RI

32 advisors · page 1 of 2

Aaron Wade
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
CFP®VerifiedFinancial planning
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Bryan Pitney
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
CFP®VerifiedFinancial planning
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Joseph Brown
Financial advisor at Apforia
Apforia · $101.9M AUM
CFP®VerifiedFinancial planning
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Leah Gardiner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Matthew Cunningham
Financial advisor at First Financial Advisory Services Inc
First Financial Advisory Services Inc · $278M AUM
CFP®VerifiedFinancial planning
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Neil Anthes
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Stephen Poplaski
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
CFP®VerifiedFinancial planning
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Thomas Gardiner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Aaron Simmons
Financial advisor at Bradley Foster & Sargent Inc
Bradley Foster & Sargent Inc · $9.07B AUM
VerifiedFinancial planning
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Andrea Spieth
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
VerifiedFinancial planning
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Christopher Wallace
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
VerifiedFinancial planning
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David Aballo
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
VerifiedFinancial planning
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Emily Haik
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Eric Wilson
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
VerifiedFinancial planning
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Evan Hopkins
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Geraldine Cunningham
Financial advisor at First Financial Advisory Services Inc
First Financial Advisory Services Inc · $278M AUM
VerifiedFinancial planning
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James Maynard
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
VerifiedFinancial planning
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Jeffrey Liguori
Financial advisor at Bradley Foster & Sargent Inc
Bradley Foster & Sargent Inc · $9.07B AUM
VerifiedFinancial planning
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Kathleen Walsh
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Larry Henderson
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
VerifiedFinancial planning
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Matthew Landon
Financial advisor at Bradley Foster & Sargent Inc
Bradley Foster & Sargent Inc · $9.07B AUM
VerifiedFinancial planning
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Maura Laudone
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Michael Moses
Financial advisor at Bradley Foster & Sargent Inc
Bradley Foster & Sargent Inc · $9.07B AUM
VerifiedFinancial planning
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Patrick Connelly
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
VerifiedFinancial planning
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Peter Robinson
Financial advisor at First Financial Advisory Services Inc
First Financial Advisory Services Inc · $278M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Wallace
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B AUM
VerifiedFinancial planning
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Philip Overton
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Richia Allen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Thomas Minuto
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Todd Wokoske
Financial advisor at Professional Planning Group
Professional Planning Group · $1.32B 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 Westerly, 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 Westerly, RI.

How this list works

Before you hire an advisor in Westerly, RI