Financial Advisors in Rhode Island
Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in Rhode Island. All data sourced from public regulatory databases.
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Advisors in Rhode Island
View all 4599+ āAntonio Saad
FIDELITY BROKERAGE SERVICES LLC
Smithfield, RI
Gabriel Alvarez
ALVAREZ & ASSOCIATES FINANCIAL
Central Falls, RI
Hannah Marble
FIDELITY BROKERAGE SERVICES LLC
Smithfield, RI
Erik Johnson
CETERA INVESTMENT ADVISERS LLC
Warwick, RI
Dawn Robinson
MML INVESTORS SERVICES, LLC
Warwick, RI
Lori Johnson
FIDELITY BROKERAGE SERVICES LLC
Smithfield, RI
Rebecca Yaeger
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lincoln, RI
Kerri Converse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lincoln, RI
Daniel Brindisi
FIDELITY DISTRIBUTORS COMPANY LLC
Smithfield, RI
Finding a Financial Advisor in Rhode Island
AdvisorFinders maintains a complete registry of financial advisors registered in Rhode Island, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.
When choosing a financial advisor in Rhode Island, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.
Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.