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Find Retirement Advisors for Retirement Planning in Providence, Rhode Island

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 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 registration checks. 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.

Finding the Best Retirement Planners in Providence, Rhode Island

Last Updated - April 25, 2025

Providence has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Providence, Rhode Island have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Providence, Rhode Island

advisor

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

BSA Wealth Advisors
LUTCF®

Qualifications
CRD# 4712368
Firm CRD# 11869
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Jordan Cohne
RICP®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 15 Retirement Planning firms in Providence, Rhode Island (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

50 Kennedy Plaza, 18th Floor,
Providence, RI, 02903
$24,631,658,23840143
A percentage of AUM, Performance Based
2

50 Kennedy Plaza, 17th Floor
Providence, RI, 02903-2393
$7,825,588,4861970
A percentage of AUM, Performance Based
3

40 Westminster Street, Ste 400,
Providence, RI, 02903
$1,879,594,055183321
A percentage of AUM, Fixed fees
4

225 Dyer Street, 2nd Floor
Providence, RI, 02903
$1,810,395,0002961
A percentage of AUM
5

One West Exchange Center, One West Exchange Street 3rd Floor
Providence, RI, 02903
$1,518,844,317411
A percentage of AUM, Performance Based
6

269 C South Main Street,
Providence, RI, 02903
$815,843,3602520
A percentage of AUM, Performance Based
7

294 West Exchange Street,
Providence, RI, 02903-1004
$716,766,644194812
A percentage of AUM, Hourly charges
8

One West Exchange Street, Suite 3202
Providence, RI, 02903
$651,793,094886
A percentage of AUM, Fixed fees
9

One Turks Head Place, Suite 1400
Providence, RI, 02903-2205
$624,783,3782988
A percentage of AUM, Fixed fees
10

260 West Exchange Street, Suite 302
Providence, RI, 02903
$612,949,87910428
A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
11

50 Holden St,
Providence, RI, 02908-5757
$555,304,68111306
A percentage of AUM, Hourly charges, Fixed fees
12

One Turks Head Place, Suite 800
Providence, RI, 02903
$414,675,66544512
A percentage of AUM, Fixed fees
13

42 Weybosset Street,
Providence, RI, 02903-2855
$370,060,81599510
A percentage of AUM
14

50 South Main Street, Suite 205
Providence, RI, 02903
$314,742,8983413
A percentage of AUM, Fixed fees, Performance Based
15

101 Dyer Street, Suite 3c,
Providence, RI, 02903
$309,161,8727219
A percentage of AUM

Information on Top Retirement Planning firms in Providence, Rhode Island

QualificationsFirm CRD# 155678

Assets Under Management $24,631,658,238

No. Of Clients40

Clients Per Financial Advisor0

PROVIDENCE EQUITY PARTNERS L.L.C. is a financial advisory firm situated in Providence, Rhode Island. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 143 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 159822

Assets Under Management $7,825,588,486

No. Of Clients19

Clients Per Financial Advisor0

NAUTIC PARTNERS, LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 106295

Assets Under Management $1,879,594,055

No. Of Clients1833

Clients Per Financial Advisor87

PARSONS CAPITAL MANAGEMENT INC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1833 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 155470

Assets Under Management $1,810,395,000

No. Of Clients296

Clients Per Financial Advisor296

UNISON is a financial advisory firm situated in Providence, Rhode Island. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 327157

Assets Under Management $1,518,844,317

No. Of Clients4

Clients Per Financial Advisor0

GLOBAL STRATEGIC RISK MANAGEMENT, LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 304179

Assets Under Management $815,843,360

No. Of Clients25

Clients Per Financial Advisor1

UPPER90 is a financial advisory firm situated in Providence, Rhode Island. With a nearly $816M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 124636

Assets Under Management $716,766,644

No. Of Clients1948

Clients Per Financial Advisor162

STRATEGICPOINT INVESTMENT ADVISORS LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $717M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1948 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS)
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QualificationsFirm CRD# 297527

Assets Under Management $651,793,094

No. Of Clients88

Clients Per Financial Advisor15

CANTON HATHAWAY LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $652M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 140781

Assets Under Management $624,783,378

No. Of Clients298

Clients Per Financial Advisor37

WHALEROCK POINT PARTNERS, LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $625M assets under management, the firm specializes in crafting personalized retirement planning solutions for 298 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTING SERVICE TO DENTAL INSURANCE COMPANY)
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QualificationsFirm CRD# 107565

Assets Under Management $612,949,879

No. Of Clients1042

Clients Per Financial Advisor130

NEWMAN DIGNAN & SHEERAR, INC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $613M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1042 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (FINANCIAL CONSULTING SERVICES)
View Full Profile

QualificationsFirm CRD# 109114

Assets Under Management $555,304,681

No. Of Clients1130

Clients Per Financial Advisor188

SK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $555M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1130 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (TAX PREPARATION SERVICES)
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QualificationsFirm CRD# 1331

Assets Under Management $414,675,665

No. Of Clients445

Clients Per Financial Advisor37

BROWN, LISLE/CUMMINGS, INC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 445 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 1175

Assets Under Management $370,060,815

No. Of Clients995

Clients Per Financial Advisor100

BARRETT & COMPANY is a financial advisory firm situated in Providence, Rhode Island. With a nearly $370M assets under management, the firm specializes in crafting personalized retirement planning solutions for 995 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 108047

Assets Under Management $314,742,898

No. Of Clients341

Clients Per Financial Advisor114

WEYBOSSET RESEARCH & MANAGEMENT, LLC is a financial advisory firm situated in Providence, Rhode Island. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Other (INVESTMENT MODEL PROVIDER)
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QualificationsFirm CRD# 123910

Assets Under Management $309,161,872

No. Of Clients721

Clients Per Financial Advisor80

SIGNET INVESTMENT ADVISORY GROUP, INC. is a financial advisory firm situated in Providence, Rhode Island. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 721 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

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