Top 10 fastest-growing RIAs in Rhode Island (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Citizens Securities, Inc. JOHNSTON	$7.31B → $12.87B	1.76× 1.3× typical	380 → 454	+37	Organic or recruited	–	86.6
2	Brown, Lisle/Cummings, Inc PROVIDENCE	$342.8M → $487.3M	1.42× 1.1× typical	7 → 8	+1	Organic or recruited	Fidelity	69.3
3	Financial Independence, LLC WARWICK	$210.2M → $288.1M	1.37× 1.0× typical	3 → 4	+1	Organic or recruited	Fidelity	67.8
4	Wealthcare Investment Partners LLC PORTSMOUTH	$560.1M → $859.6M	1.53× 1.1× typical	6 → 5	+1	Organic or recruited	Schwab	62.3
5	Mystic Asset Management WARWICK	$333.7M → $614.6M	1.84× 1.4× typical	2 → 2	0	Organic	Schwab	53.9
6	Axis Wealth Partners, LLC EAST PROVIDENCE	$242.1M → $377.4M	1.56× 1.2× typical	6 → 6	0	Organic or recruited	Fidelity	48.0
7	Bountiful Investment Management LLC RUMFORD	$106.1M → $160.5M	1.51× 1.1× typical	3 → 3	0	Organic	Schwab	46.1
8	Mcguire Wealth Management WAKEFIELD	$707.6M → $1.06B	1.5× 1.1× typical	3 → 3	0	Organic	Wells Fargo	45.4
9	Blue Fin Capital, Inc. WARREN	$507.5M → $755.9M	1.49× 1.1× typical	2 → 2	0	Organic	Fidelity	44.8
10	Sk Wealth Management, LLC PROVIDENCE	$429.2M → $639M	1.49× 1.1× typical	4 → 4	0	Organic	Schwab	44.8

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Rhode Island.

How we ranked