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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 - May 15, 2025Providence 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
VERIFIEDQualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBSA 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
VERIFIEDJordan 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSavant 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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Providence, Rhode Island (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 50 Kennedy Plaza, 18th Floor, Providence, RI, 02903 | $24,631,658,238 | 40 | 143 | A percentage of AUM, Performance Based |
| 2 | 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393 | $7,825,588,486 | 19 | 70 | A percentage of AUM, Performance Based |
| 3 | 40 Westminster Street, Ste 400, Providence, RI, 02903 | $1,879,594,055 | 1833 | 21 | A percentage of AUM, Fixed fees |
| 4 | 225 Dyer Street, 2nd Floor Providence, RI, 02903 | $1,810,395,000 | 296 | 1 | A percentage of AUM |
| 5 | One West Exchange Center, One West Exchange Street 3rd Floor Providence, RI, 02903 | $1,518,844,317 | 4 | 11 | A percentage of AUM, Performance Based |
| 6 | 269 C South Main Street, Providence, RI, 02903 | $815,843,360 | 25 | 20 | A percentage of AUM, Performance Based |
| 7 | 294 West Exchange Street, Providence, RI, 02903-1004 | $716,766,644 | 1948 | 12 | A percentage of AUM, Hourly charges |
| 8 | One West Exchange Street, Suite 3202 Providence, RI, 02903 | $651,793,094 | 88 | 6 | A percentage of AUM, Fixed fees |
| 9 | One Turks Head Place, Suite 1400 Providence, RI, 02903-2205 | $624,783,378 | 298 | 8 | A percentage of AUM, Fixed fees |
| 10 | 260 West Exchange Street, Suite 302 Providence, RI, 02903 | $612,949,879 | 1042 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
| 11 | 50 Holden St, Providence, RI, 02908-5757 | $555,304,681 | 1130 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | One Turks Head Place, Suite 800 Providence, RI, 02903 | $414,675,665 | 445 | 12 | A percentage of AUM, Fixed fees |
| 13 | 42 Weybosset Street, Providence, RI, 02903-2855 | $370,060,815 | 995 | 10 | A percentage of AUM |
| 14 | 50 South Main Street, Suite 205 Providence, RI, 02903 | $314,742,898 | 341 | 3 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 101 Dyer Street, Suite 3c, Providence, RI, 02903 | $309,161,872 | 721 | 9 | 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
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
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
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
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
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
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)
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
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)
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)
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)
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
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
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)
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in East Greenwich, Rhode Island
- Retirement Planners in North Kingstown, Rhode Island
- Retirement Planners in Warwick, Rhode Island
Looking for more choices? Use our free match service to compare retirement planners serving your area.