Financial advisers in Wakefield, RI
2 registered investment adviser firms in Wakefield managing $1.3B in assets, based on public SEC Form ADV filings.
Mcguire Wealth Management
Wakefield, RI · Est. 2018
Local
- AUM
- $1.1B
- Per adviser
- $354M
- Advisers
- 3
No reported disclosures
D & P Investment Advisors, Ltd.
Wakefield, RI · Est. 2022
Local
- AUM
- $198M
- Per adviser
- $198M
- Advisers
- 1
No reported disclosures