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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
A densely populated state like Rhode Island has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Rhode Island and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Rhode Island
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
260
non-vetted advisors in your local area. These financial advisors in
Rhode Island
have an average of
30
years of experience.
NOTE: The list of vetted financial
advisors in
Rhode Island
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Rhode Island.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
John Finn
Chartered Financial Consultant (ChFC®), CLU®, ChFC® FINN AND MEEHAN WEALTH MANAGEMENT 850 Aquidneck Ave, Ste A4, Middletown, RI 02842 |
30 Years | $200,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 1505858
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
850 Aquidneck Ave,
Ste A4,
Middletown,
RI
02842
Phone Number
401-848-4579
Since 1986, John has helped people plan for their retirement goals. After spending eleven years developing his practice at Connecticut Mutual Life Insurance Company, he later built a financial services operation at Braman and White, where he pioneered the integration of this department with BankNewport. John became affiliated with LPL Financial in 1997. While providing objective and independent advice, John adheres to a methodical, rigorous process that seeks to deliver the highest degree of economic predictability. He works diligently with his clients to seek to improve the overall quality of their lives, both in the financial world and beyond it. Working alongside Sharon Meehan, they make it their mission to help clients feel confident knowing their financial house is in order. Above all, John believes they have one primary purpose: to build relationships with clients based on our core values of integrity, honesty, and perseverance. To continually fulfill that commitment, he has integrated a capable support staff with the technology, resources, and expertise of LPL Financial.
At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals. In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most. Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life. We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 732 | 45032 | $7,674,960,126 | A percentage of AUM
|
|
| 16 | 534 | $764,545,042 | A percentage of AUM, Fixed fees
|
|
| 3 | 717 | $687,242,743 | A percentage of AUM
|
|
| 3 | 482 | $500,080,991 | A percentage of AUM, Fixed fees
|
|
| 12 | 2164 | $477,249,253 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 899 | $433,107,395 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 2 | $354,857,819 | A percentage of AUM, Fixed fees
|
|
| 3 | 134 | $306,464,775 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 5 | 1126 | $296,936,482 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 12 | 142 | $263,932,400 | A percentage of AUM, Fixed fees
|
|
| 6 | 270 | $263,366,404 | A percentage of AUM, Hourly charges
|
|
| 4 | 1128 | $262,472,051 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 6 | 1253 | $244,662,912 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 1 | 97 | $122,367,787 | A percentage of AUM
|
|
| 26 | 123 | $3,141,093 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 117 Metro Center Blvd, Ste 2004, Warwick, RI 02886 | 401-681-4616 | |
| 1 Citizens Plz, Ste 610, Providence, RI 02903 | 401-824-2523 | |
| 1 Financial Plaza 19th, Fl, Providence, RI 02903 | 401-276-5915 | |
| 730 Kingstown Rd, Ste B-3, Wakefield, RI 02879 | 401-789-1120 | |
| One Financial Plaza, 19th Floor, Providence, RI 02903 | 401-863-8400 | |
| 2155 Diamond Hill Rd, Ste 3, Cumberland, RI 02864 | 401-334-0570 | |
| 1 Citizens Plz, Ste 610, Providence, RI 02903 | 401-824-2528 | |
| 1150 New London Ave, Ste 100, Cranston, RI 02920 | 401-572-3759 | |
| 1000 Chapel View Blvd, Ste 250, Cranston, RI 02920 | 401-383-4003 | |
| 400 Massasoit Ave, Ste 102, East Providence, RI 02914 | 401-434-1510 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
