Top 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.
If you're managing complex finances in Rhode Island, you might need an advisor who understands the local market nuances and regulations. Without this insight, you risk missing opportunities or facing unexpected tax consequences.
- Local market knowledge. Confirm how familiar they are with Rhode Island's tax laws and investment environment, as this affects your financial plan's effectiveness.
- Experience with diverse portfolios. Ask how they handle wealth that spans multiple asset types or income sources common in Rhode Island.
- Coordination with local professionals. Check if they collaborate with Rhode Island-based accountants or attorneys to align your financial and legal strategies.
- Long-term planning focus. Ensure they consider your evolving needs over time, not just immediate financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos is well-equipped to assist with financial planning in Rhode Island, leveraging nine years of experience and expertise in divorce financial planning, estate guidance, and multi-generational wealth transfer. Operating from a large firm, Mass Mutual Investors Services, she offers comprehensive services including ongoing planning and asset management, and her background as an independent insurance agent adds depth to her approach compared to advisors without insurance specialization.
Experience: 9 years
Avg account: $249,379
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Brittany M
CFP®, Series 66
East Greenwich, RI
Lincoln Capital Corporation
Brittany Moran's 19 years of experience and CFP® certification equip her to navigate Rhode Island's complex financial landscape, especially for high-net-worth individuals seeking wealth management and charitable giving strategies. Operating independently with a flat-fee structure, she offers integrated financial planning through Lincoln Capital Corporation, a firm managing over $400 million with a focus on diverse investment analyses and collaboration with local professionals.
Experience: 19 years
Avg account: $1,534,513
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Connor D
Series 63, Series 66
Smithfield, RI
Fidelity
Connor Donnelly's role at Fidelity equips him to manage complex financial needs in Rhode Island, leveraging the firm's blend of fundamental research and quantitative analysis for portfolio construction. With Series 63 and 66 credentials and experience in active portfolio management and charitable giving, he offers a large-firm resource advantage, distinguishing him from advisors with smaller firm affiliations or less diversified expertise.
Experience: 2 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 strategy and Social Security optimization, making him well-suited for clients approaching retirement in Rhode Island. With 27 years of experience at Ameriprise, a large firm known for its research-driven, tax-efficient withdrawal strategies, he offers personalized, written recommendations and a 0.15% AUM fee, distinguishing him from advisors with less extensive firm resources or planning focus.
Experience: 27 years
Avg account: $471,167
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Jeremiah F
Series 63, Series 65
Providence, RI
Merrill
Jeremiah Figueroa is equipped to assist with financial planning in Rhode Island through his expertise in general retirement planning and wealth management, supported by his Series 63 and 65 designations. Working at Merrill, a large firm, he offers access to a broad range of financial services and collaborates with specialists in banking and credit, which can be advantageous for mid-career professionals and high earners managing diverse portfolios in the local market.
Experience: 3 years
Avg account: $860,085
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