Financial advisers in Newport, RI
3 registered investment adviser firms in Newport managing $2.1B in assets, based on public SEC Form ADV filings.
Young Richard C & Co Ltd
Newport, RI · Est. 1990
Local
- AUM
- $1.8B
- Per adviser
- $225M
- Advisers
- 8
No reported disclosures
Slocum, Gordon & Co. LLP
Newport, RI · Est. 1979
Local
- AUM
- $219M
- Per adviser
- $110M
- Advisers
- 2
No reported disclosures
Transwestern Capital Advisors, LLC
Newport, RI · Est. 2006
Local
- AUM
- $74M
- Per adviser
- $74M
- Advisers
- 1
No reported disclosures