Financial advisers in Providence, RI
20 registered investment adviser firms in Providence managing $52.1B in assets, based on public SEC Form ADV filings.
Providence Equity Partners L.L.C.
Providence, RI · Est. 2010
- AUM
- $24.1B
- Per adviser
- $473M
- Advisers
- 51
No reported disclosures
Nautic Partners, LLC
Providence, RI · Est. 2012
- AUM
- $14.0B
- Per adviser
- $311M
- Advisers
- 45
No reported disclosures
Global Strategic Risk Management, LLC
Providence, RI · Est. 2024
- AUM
- $2.9B
- Per adviser
- $485M
- Advisers
- 6
No reported disclosures
Parsons Capital Management INC
Providence, RI · Est. 1993
- AUM
- $2.4B
- Per adviser
- $199M
- Advisers
- 12
No reported disclosures
Unison
Providence, RI · Est. 2015
- AUM
- $2.0B
- Per adviser
- $2.0B
- Advisers
- 1
No reported disclosures
Upper90
Providence, RI · Est. 2020
- AUM
- $1.1B
- Per adviser
- $100M
- Advisers
- 11
No reported disclosures
Strategicpoint Investment Advisors LLC
Providence, RI · Est. 2002
- AUM
- $915M
- Per adviser
- $152M
- Advisers
- 6
No reported disclosures
Canton Hathaway LLC
Providence, RI · Est. 2018
- AUM
- $866M
- Per adviser
- $173M
- Advisers
- 5
No reported disclosures
Newman Dignan & Sheerar, INC
Providence, RI · Est. 1992
- AUM
- $731M
- Per adviser
- $122M
- Advisers
- 6
No reported disclosures
Sk Wealth Management, LLC
Providence, RI · Est. 1999
- AUM
- $639M
- Per adviser
- $160M
- Advisers
- 4
No reported disclosures
Barrett & Company
Providence, RI · Est. 2017
- AUM
- $530M
- Per adviser
- $132M
- Advisers
- 4
Brown, Lisle/Cummings, INC
Providence, RI · Est. 2021
- AUM
- $487M
- Per adviser
- $61M
- Advisers
- 8
Signet Investment Advisory Group, INC.
Providence, RI · Est. 2002
- AUM
- $394M
- Per adviser
- $99M
- Advisers
- 4
No reported disclosures
Weybosset Research & Management, LLC
Providence, RI · Est. 2000
- AUM
- $341M
- Per adviser
- $170M
- Advisers
- 2
No reported disclosures
Eliot Rose Wealth Management, LLC
Providence, RI · Est. 2021
- AUM
- $186M
- Per adviser
- $186M
- Advisers
- 1
No reported disclosures
Have Ria, INC.
Providence, RI · Est. 2023
- AUM
- $161M
- Per adviser
- $54M
- Advisers
- 3
No reported disclosures
Sheeley & Partners Wealth Management, LLC
Providence, RI · Est. 1999
- AUM
- $131M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Ballast Equity Partners Management Company, LLC
Providence, RI · Est. 2026
- AUM
- $112M
- Per adviser
- $28M
- Advisers
- 4
No reported disclosures
Plum Pointe Wealth Management
Providence, RI · Est. 2024
- AUM
- $105M
- Per adviser
- $105M
- Advisers
- 1
No reported disclosures
Marstone LLC
Providence, RI · Est. 2013
- AUM
- $3M
- Per adviser
- $1M
- Advisers
- 2
No reported disclosures