Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Newport has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Newport, Rhode Island have an average of 20 years of experience.
BSA Wealth Advisors
LUTCF®
Qualifications
CRD# 4712368
Firm CRD# 11869
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | YOUNG RICHARD C & CO LTD 98 William Street, Newport, RI, 2840 | $1,364,907,841 | 1926 | 14 | A Percentage of AUM |
2 | SLOCUM, GORDON & CO. LLP 39 Mill Street, Newport, RI, 2840 | $241,322,670 | 264 | 5 | A Percentage of AUM, Hourly charges |
3 | TRANSWESTERN CAPITAL ADVISORS, LLC 37 Bellevue Avenue, Newport, RI, 2840 | $117,186,813 | 2 | 1 | A Percentage of AUM, Fixed Fees |
4 | MERLIN ASSET MANAGEMENT 449 Thames Street, Suite 301 A Newport, RI, 2840 | $51,862,718 | 50 | 1 | A Percentage of AUM |
QualificationsFirm CRD# 105866
Assets Under Management $1,364,907,841
No. Of Clients1926
Clients Per Financial Advisor138
YOUNG RICHARD C & CO LTD is a financial advisory firm situated in Newport, Rhode Island. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1926 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104929
Assets Under Management $241,322,670
No. Of Clients264
Clients Per Financial Advisor53
SLOCUM, GORDON & CO. LLP is a financial advisory firm situated in Newport, Rhode Island. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141605
Assets Under Management $117,186,813
No. Of Clients2
Clients Per Financial Advisor2
TRANSWESTERN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Newport, Rhode Island. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284790
Assets Under Management $51,862,718
No. Of Clients50
Clients Per Financial Advisor50
MERLIN ASSET MANAGEMENT is a financial advisory firm situated in Newport, Rhode Island. With a nearly $52M assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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