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Rhode Island's Top 19 Wealth Management Firms

2
min read
Top 19 wealth management companies in Rhode Island Main

Rhode Island's Top 19 Wealth Management Firms

2
min read
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Top 19 wealth management companies in Rhode Island Main
Top firms trust Inven to find niche companies

The wealth management industry in Rhode Island consists of a range of companies providing comprehensive financial planning services, from managing client's investments to financial consultation. These firms cater to various clients, including individuals, families, institutions, and charitable organizations. The firms in Rhode Island are known for providing both long-term investment solutions and personalized asset management, characterized by cultivating trusted relationships. As digital transformations continue to impact the financial sector, wealth management companies in Rhode Island are adapting innovative tools and strategies to provide enhanced customer-centric services.


Top 19 wealth management companies in Rhode Island

1. Endurance Wealth Management, INC.

Endurance Wealth Management is a financial firm that specializes in providing long-term investment solutions to individuals, families, institutions, and charitable organizations. With over two decades of experience, their team is committed to building and shaping client relationships based on trust, respect, and uncompromising integrity.


2. Parsons Capital Management, Inc.

Parsons Capital Management is a leading investment management firm with over $1.5 billion in assets under management. They provide personalized asset management services to individuals, trusts, foundations, institutions, and retirement accounts.


3. StrategicPoint Investment Advisors

StrategicPoint is an independent wealth manager specializing in financial planning and investments.


4. Beaulieu Wealth Management

Beaulieu Wealth Management is a financial services firm that offers retirement planning, investment consulting, estate planning, insurance products, and tax planning solutions to help clients pursue their financial goals with confidence.


5. WealthCare Investment Partners, a Registered Investment Advisor (RIA)

  • Website: wcipllc.com
  • Headquarters: Smithfield, Rhode Island, United States
  • Founded: 2018
  • Headcount: 11-50
  • LinkedIn

WealthCare Investment Partners, LLC is a Registered Investment Advisor creating and maintaining wealth for clients through asset management. Offering financial planning, portfolio management, retirement income, education and estate planning services to high net worth clients.


6. Wealth Management Resources, Inc

Wealth Management Resources, Inc. is a fiduciary financial planning and investment management company located in Smithfield, RI. They provide financial stability and security for individuals, families, and businesses by offering tailored investment portfolios, retirement planning, estate planning, insurance planning, and saving for college.


7. Pioneer Financial Group, Inc.

Pioneer Financial Group is a comprehensive financial services firm that offers a suite of products and services to help individuals and businesses manage their finances and achieve their life goals.


8. Capital Wealth Management, LLC. (RI, USA)

Capital Wealth Management, LLC provides investment advisory services for individuals and families. The company's priority is to help clients take care of their financial needs and goals in a transparent and open manner, building long-term relationships and encouraging honest communication.


9. Ivy Wealth Advisors

  • Website: ivywealth.net
  • Headquarters: West Warwick, Rhode Island, United States
  • Founded: 2006
  • Headcount: 11-50
  • LinkedIn

Ivy Wealth is an investment firm that offers personal financial planning and guides its clientele towards financial stability, independence, and prosperity.


10. Brown, Lisle/Cummings

  • Website: brownlc.com
  • Headquarters: Providence, Rhode Island, United States
  • Founded: 1912
  • Headcount: 11-50

Brown Lisle Cummings is a financial advisory firm that helps clients achieve long-term financial success through tailored financial planning strategies.


11. Rhode Island Philharmonic Orchestra and Music School

  • Website: riphil.org
  • Headquarters: East Providence, Rhode Island, United States
  • Headcount: 11-50
  • LinkedIn

RI Phil is a company offering various services in the financial industry. They provide investment banking services, financial advisory, and consultation for a wide range of clients. With their expertise in the field, they help clients achieve their financial goals and make informed investment decisions.


12. Independence Financial Partners

  • Website: indfp.com
  • Headquarters: Warwick, Rhode Island, United States
  • Founded: 1909
  • Headcount: 51-200
  • LinkedIn

indfp.com is a financial services company based in Warwick, RI. They provide investment research, administrative and operational support, and financial planning services. With over 100 years of combined experience, their team of 50 professionals offers unparalleled support for clients and their advisors.


13. Providence Preservation Society

  • Website: ppsri.org
  • Headquarters: Providence, Rhode Island, United States
  • Founded: 1956
  • Headcount: 11-50
  • LinkedIn

PPSRI.org is a company that offers services in the finance industry. They provide investment banking solutions to their clients, helping them with financial management, capital raising, and strategic advisory services.


14. PPG Wealth Management

Professional Planning Group is an independent financial advisory firm with over 40 years of industry experience, offering personalized wealth management plans.


15. Corrigan Financial, Inc.

Corrigan Financial Inc. is a comprehensive investment advisory and consulting firm that provides services for corporate pension plans. They offer a full-service pension plan solution focusing on fiduciary diligence, diverse investment options, participant education, and full disclosure of fees and expenses.


16. PensionmarkMeridien

PensionmarkMeridien offers insurance and investment-based solutions to corporate and individual clients to help grow, maintain, and transfer wealth.


17. Washington Trust Wealth Management

Washington Trust Wealth Management offers collaborative and comprehensive financial planning and investment management services. Their holistic approach combines banking, lending, and fiduciary services to help individuals and families meet their immediate needs, prepare for the future, and minimize risks.


18. Luis Obando - New York Life

Luis Obando is a financial advisor at Baystate Financial. He provides financial solutions to individuals, families and businesses, helping them achieve their financial goals and secure their future. He offers a team approach and draws upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.


19. Charles E. Millard, INC.

Charles E. Millard, Inc. is a company that specializes in investment banking and financial advisory services.


Want to find more wealth management companies?


If you want to find more companies that offer a range of services including strategic financial planning, long-term investment solutions, and personalized asset management you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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