Top financial advisors in Rhode Island
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Rhode Island means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work closely with your unique situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with business succession or estate planning.
- Fee model fit. Understand how the advisor charges—whether it's a flat fee, a percentage of your assets, or hourly rates—as this affects the advice you receive.
- Access to regional markets. Rhode Island's small size means advisors often work with clients across nearby job markets; check if they understand your local economic environment.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 65, Series 63
Warwick, RI
Mass Mutual Investors Services
Kayla Santos is equipped to assist with financial planning needs in Rhode Island, particularly for clients facing divorce, estate planning, and multi-generational wealth transfer challenges. Working at Mass Mutual Investors Services, a large firm with comprehensive planning and asset management tools, she brings nine years of experience and serves diverse clients including business owners and executives, offering a broad perspective compared to solo practitioners in the area.
Experience: 10 years
Avg account: $249,379
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Brittany M
CFP®, Series 66
East Greenwich, RI
Lincoln Capital Corporation
Brittany Moran is well-equipped to assist with financial planning in Rhode Island, especially for high-net-worth individuals seeking wealth management and charitable giving strategies. With 19 years of experience and CFP® certification, she operates through Lincoln Capital Corporation, which manages over $400 million in assets using a blend of fundamental, technical, and cyclical analysis. Her flat-fee, independent approach and focus on integrated planning distinguish her from advisors with different fee models or less specialized expertise.
Experience: 19 years
Avg account: $1,534,513
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Connor D
Series 63, Series 66
Smithfield, RI
Fidelity
Connor Donnelly is equipped to assist with charitable giving and active portfolio management, which suits clients seeking specialized investment strategies in Rhode Island. Working at Fidelity, a large firm known for combining fundamental research with quantitative analysis, he offers access to model portfolios using mutual funds, ETFs, and ETPs, providing a structured approach compared to smaller local advisors.
Experience: 3 years
Avg account: $234,793
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George H
Series 63, Series 65
Warwick, RI
Ameriprise
George Hadfield IV specializes in retirement income strategies, Social Security optimization, and income planning, making him well-suited for individuals approaching retirement in Rhode Island. With 27 years of experience at Ameriprise, a large firm offering comprehensive retirement planning and a 0.15% AUM fee, he provides detailed written recommendations supported by research and a centralized consulting team, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 27 years
Avg account: $471,167
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Jeremiah F
Series 63, Series 65
Providence, RI
Merrill
Jeremiah Figueroa specializes in general retirement planning and wealth management, making him well-suited for clients seeking financial advisors in Rhode Island focused on these areas. Working at Merrill, a large firm, he offers access to a broad range of financial services including banking and small business solutions, and serves mid-career professionals and high earners, charging a 1.10% fee for managed strategies under $2 million.
Experience: 3 years
Avg account: $860,085
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