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Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

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Top Rated Financial Advisors in Rhode Island

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Rhode Island is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Rhode Island with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Rhode Island near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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BSA Wealth Advisors

LUTCF®
Beren Anderson, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the North Kingstown, Rhode Island area.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Ronald Newton

Edelman Financial Engines, LLC
CFP®
Ronald Newton, a financial fiduciary, provides financial services to clients in the East Greenwich, Rhode Island area. Ronald holds a CFP® certification. Ronald has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Napatree Capital

Napatree Capital, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Westerly, Rhode Island area.

Additional Information:

    Asset Requirement: $250,000

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Danny DeHoney

Amerprise Advisors
Danny DeHoney, a financial fiduciary, provides financial services to clients in the Cranston, Rhode Island area. Danny has over years of experience.

Top vetted financial advisors in Rhode Island by cities

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