Corrigan Financial Inc, a local investment advisory firm based out of Middletown, RI, serves over 1,030 individual clients, managing an impressive $931,917,000 in assets. With 1 office, they have established themselves as a trusted entity within the financial industry. Boasting extensive experience in managing employer 401Ks and individual investments, they possess a deep understanding of this domain. With 100% of the assets they manage being discretionary, Corrigan Financial Inc provides their clients with the flexibility and autonomy needed to meet their financial goals. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose a payment method that aligns with their preferences. The firm's 17 dedicated employees work diligently to deliver exceptional investment advisory services, with 11 of them specializing in this area. On average, each investment advisor oversees approximately $84,720,000 in assets under management, in line with the industry average. Notably, Corrigan Financial Inc takes pride in its team of highly experienced professionals, including Ralph Salvatore, Andre Khalfayan, and Christine Winslow, who have been with the firm for many years. Corrigan Financial Inc's commitment to personalized service and their expertise in managing diverse portfolios make them a valuable partner for clients seeking comprehensive financial guidance. Whether it's retirement planning, wealth management, or other investment strategies, the firm's mission is to help individuals and employers navigate the complexities of the financial landscape with confidence and success.

Young Richard C & Co Ltd, based out of Newport, RI, is a reputable investment advisory firm with a strong focus on providing personalized financial services to their clients. With a total of 14 dedicated employees, 8 of whom specialize in investment advisory services, they offer a high level of expertise and attention to detail. The firm boasts an impressive average of approximately $42,850,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios effectively. Young Richard C & Co Ltd's compensation structure is flexible, incorporating various types of fees, such as a percentage of assets under management and hourly charges, ensuring clients have options that suit their specific needs. Having established a robust client base, Young Richard C & Co Ltd serves over 370 individual clients, overseeing a remarkable $1,364,908,000 in assets under management. The majority of these assets belong to high-net-worth individuals, underscoring the firm's expertise in managing substantial wealth. While 401K and individual accounts account for less than 30% of their assets under management, the firm also possesses the capacity to effectively handle employer funds. With offices in two locations, Young Richard C & Co Ltd is deeply rooted in the local community. The firm takes pride in its long-standing advisors, including Christopher Stack, Edward Smith, and Richard Young, who bring years of experience and industry knowledge to their clients. Young Richard C & Co Ltd's commitment to excellence and personalized service positions them as a trusted partner in helping clients achieve their financial goals.

Slocum, Gordon & Co. LLP is a well-established investment advisory firm headquartered in Newport, RI. With a solid reputation in the industry, they provide expert financial guidance and comprehensive investment services. The firm operates out of one office and currently employs five talented professionals, two of whom specialize in investment advisory services. Slocum, Gordon & Co. LLP manages a diverse portfolio of assets under management, with an average of approximately $120,660,000 per investment advisor. Their compensation structure is flexible and includes a variety of options, such as a percentage of assets under management and hourly charges. While the firm's focus primarily lies in discretionary management of assets, they also offer services related to legal matters, acting as a lawyer or law firm. Their extensive expertise enables them to effectively navigate complex legal frameworks and provide valuable insights to their clients. Slocum, Gordon & Co. LLP proudly serves a diverse range of clients, boasting over 70 individual clients who entrust them with a substantial $241,323,000 in assets under management. Jeffrey Gordon, one of the firm's registered advisors, has been with the company since 2005, contributing his vast experience and knowledge to the team. With their commitment to delivering personalized financial strategies and a deep understanding of the investment landscape, Slocum, Gordon & Co. LLP continues to uphold their reputation as a trusted and reliable partner for their clients' financial needs.

McGuire Wealth Management is a highly regarded investment advisory firm based out of Wakefield, RI, boasting a strong presence in the financial industry. With a single office, the firm is known for its personalized approach and dedication to providing exceptional investment advisory services. Comprising a team of three knowledgeable professionals, McGuire Wealth Management maintains an impressive average of approximately $186,080,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure offers various types, including a percentage of assets under management. Notably, all of the assets managed by McGuire Wealth Management are discretionary, indicating a high level of trust and confidence placed in their expertise. Catering predominantly to high-net-worth individuals, the firm oversees a substantial portfolio of assets. With over 130 individual clients, they currently manage an impressive sum exceeding $558,229,000 in assets. A key strength of McGuire Wealth Management lies in the experience and expertise of its registered advisors. Sean McGuire and Dennis McGuire, both with a long tenure, contribute to the firm's reputation for delivering exceptional financial advice. Their combined knowledge and dedication make McGuire Wealth Management a trusted partner for clients seeking comprehensive wealth management solutions. As McGuire Wealth Management continues to expand its client base and assets under management, the firm remains committed to maintaining its personalized approach, ensuring each client receives tailored investment strategies that align with their financial goals and objectives. With their proven track record and commitment to excellence, McGuire Wealth Management stands as a leading investment advisory firm in the Wakefield, RI area.

Wealthcare Investment Partners LLC, based out of Portsmouth, RI, is a leading local investment advisory firm with a strong presence in the financial industry. With over 1,360 individual clients and more than $457,674,000 in assets under management, Wealthcare Investment Partners LLC has established itself as a trusted partner in wealth management. The firm operates from two offices and boasts extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. All of the assets they handle are under their discretionary management, ensuring a high level of expertise and personalized attention. Wealthcare Investment Partners LLC offers a diverse compensation structure to accommodate the unique needs of their clients. This includes charging a percentage of assets under management, hourly rates, and fixed fees, allowing for flexibility and tailored solutions. With a total of 12 dedicated employees, including six investment advisory professionals, the firm is well-equipped to provide comprehensive financial guidance. On average, each investment advisor manages approximately $76,280,000 in assets under management, aligning with industry standards. Notably, Wealthcare Investment Partners LLC takes pride in the longevity of its advisors. Russell Winthrop, Brian Corriveau, and David Mailloux are among the firm's seasoned professionals, demonstrating a commitment to building enduring client relationships and maintaining a wealth of knowledge in the field. As Wealthcare Investment Partners LLC continues to grow, their client-centric approach and extensive expertise position them as a trusted partner for individuals seeking effective and personalized investment strategies.