Rhode Island · 4 advisers
Financial Advisors in North Kingstown, Rhode Island
Looking for a financial advisor in North Kingstown, Rhode Island? Falists indexes 4 SEC-registered and state-registered investment advisers in North Kingstown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $71.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$71.4M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in North Kingstown
Ranked by AUM · Fees, team & specialties at a glance
WICKFORD WEALTH MANAGEMENT, LLC
North Kingstown, RI
AUM
$71.4M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(401) 273-7300
TRUEFOCUS FINANCIAL PARTNERS
North Kingstown, RI
AUM
$67.6M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 830-3009
LALLY WEALTH MANAGEMENT, LLC
North Kingstown, RI
AUM
—
Team
1 advisors
Clients
0
Fees
Fixed fees; THIRD PARTY COMPANY & % MANAGED BY A THIRD PARTY ADVISER
401-398-7171
VERITAS WEALTH MANAGEMENT
North Kingstown, RI
AUM
—
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(401) 296-3606
More cities in Rhode Island
Common questions
- How many financial advisors are in North Kingstown, Rhode Island?
- 4 registered investment advisers are listed in our North Kingstown directory, sourced from public SEC filings.
- What types of advisors are in North Kingstown?
- 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 North Kingstown?
- 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.