Ways to browse advisors serving Rhode Island

Pick a specialty or descriptor to browse more advisors serving Rhode Island.

By how they work

Type	Advisors
Large-firm	3,234
Seasoned	1,345
Flat-fee	1,341
Independent	719
CFP®-certified	507

By who they serve

Type	Advisors
High-net-worth	481

Browse by city

Find advisors near a specific metro area in Rhode Island.

City	Advisors
Providence, RI	2,462
Warwick, RI	2,331

Browse by specialty

Find advisors serving Rhode Island who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,051
Tax-loss harvesting	1,587
Executive	1,318
Active portfolio management	1,278
Wealth management	922
Retirement income strategy	768
Retired	725
Charitable giving & philanthropy	622
Mid-Career Professionals	573
HENRY (High Earners, Not Rich Yet)	544
Retirement plans for business owners (SEP, solo 401k)	522
Passive / index investing	497
General retirement planning	437
Approaching retirement	431
Income planning	412
General estate planning guidance	380
ESG / Sustainable investing	318
Business exit / sale strategy	286
Cash flow / budgeting	271
College savings (529s, UTMA, etc.)	271
Social Security optimization	255
Private / alternative investments	251
Retirement withdrawal strategies	240
Concentrated stock management	199
Annuities	196
Options & derivatives strategies	188
Equity compensation tax strategy	182
Multi-generational wealth transfer	150
Divorce financial planning	146
Married/Couples/Partners	113
Attorney	109
Self-Employed	89
Real estate investing	80
General tax planning	75
Business ownership considerations	71
Financial Professional	70
Business succession planning	42
Established Professionals	41
Women Professionals	39
Planning for children with special needs	28
Debt management	27
Educators, Teachers, and Academics	27
Retired	19
Intergenerational Families	15
Long-term care insurance	11
Values-based investing	10
Women's Finance	10
Business sale tax planning	7
Factor investing / smart beta	7
Military & Veterans	7
Tax strategies for small businesses	7
Equity Recipients (RS/RSU, SOP, ESPP)	5
Life insurance needs analysis	5
Medicare planning	5
Young Professionals	5
Women Business Owners	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support