Rhode Island · 3 advisers
Financial Advisors in East Providence, Rhode Island
Looking for a financial advisor in East Providence, Rhode Island? Falists indexes 3 SEC-registered and state-registered investment advisers in East Providence — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $377.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$377.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in East Providence
Ranked by AUM · Fees, team & specialties at a glance
AXIS WEALTH PARTNERS, LLC
East Providence, RI
AUM
$377.4M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
401-441-5111
BLUE CHIP FINANCIAL ADVISORS, LLP
East Providence, RI
AUM
$104.1M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
401-435-4239
BROWN ADVISORY GROUP, LLC
East Providence, RI
AUM
$27.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
401-433-1100
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Common questions
- How many financial advisors are in East Providence, Rhode Island?
- 3 registered investment advisers are listed in our East Providence directory, sourced from public SEC filings.
- What types of advisors are in East Providence?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in East Providence?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.