Browse all advisors in Rhode Island

Every advisor below is licensed to work with clients in Rhode Island. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
2,050
Tax-loss harvesting
1,583
Executive
1,321
Active portfolio management
1,269
Wealth management
921
Retirement income strategy
762
Retired
725
Charitable giving & philanthropy
619
Mid-Career Professionals
575
HENRY (High Earners, Not Rich Yet)
546
Retirement plans for business owners (SEP, solo 401k)
517
Passive / index investing
495
General retirement planning
437
Approaching retirement
431
Income planning
411
General estate planning guidance
379
ESG / Sustainable investing
316
Social Security optimization
291
Business exit / sale strategy
287
College savings (529s, UTMA, etc.)
271
Cash flow / budgeting
270
Self-Employed
251
Private / alternative investments
249
Retirement withdrawal strategies
240
Concentrated stock management
199
Annuities
196
Options & derivatives strategies
188
Equity compensation tax strategy
182
Multi-generational wealth transfer
156
Divorce financial planning
146
Married/Couples/Partners
113
Attorney
109
Real estate investing
80
Business ownership considerations
72
Financial Professional
69
General tax planning
60
Business succession planning
43
Established Professionals
41
Women Professionals
39
Planning for children with special needs
28
Debt management
27
Educators, Teachers, and Academics
26
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
Women Business Owners
4
Young Professionals
4
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