Wealth Management Resources, Inc. is a highly regarded local investment advisory firm based out of Smithfield, RI. With a single office serving their clients, the firm has established a strong presence in the area. Comprised of a dedicated team of 11 professionals, 7 of whom specialize in providing comprehensive investment advisory services, Wealth Management Resources, Inc. boasts a wealth of expertise and knowledge. With an impressive average of approximately $37,280,000 in assets under management per investment advisor, the firm has demonstrated their ability to effectively handle substantial portfolios. Their compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, commissions, and hourly charges. Wealth Management Resources, Inc. excels in managing employer 401Ks and individual accounts, which together account for approximately half of their total assets under management. The firm's extensive experience in this domain ensures that clients receive comprehensive guidance tailored to their unique financial goals and objectives. Impressively, 96% of the assets they manage are discretionary, providing clients with the confidence that their investments are being handled with the utmost care and expertise. With over 490 individual clients and a remarkable $260,984,000 in assets under management, Wealth Management Resources, Inc. has established a strong client base built on trust, reliability, and proven results. Several of the longest-tenured advisors at the firm, including Scott Everly, Kevin Worthley, and Arthur Everly, bring a wealth of experience and industry knowledge to their clients. Their dedication to personalized service and commitment to achieving clients' financial aspirations set Wealth Management Resources, Inc. apart as a trusted and reputable partner in wealth management.

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.

First Financial Advisory Services Inc is a local investment advisory firm based out of Westerly, RI, with two offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts an impressive average of $33,000,000 in assets under management per investment advisor, showcasing their expertise and ability to handle substantial portfolios. First Financial Advisory Services Inc employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This diverse range of payment methods ensures that clients can choose the option that best suits their needs and preferences. One of the firm's key strengths lies in managing employer 401Ks and individual accounts, which collectively account for approximately half of their assets under management. They have extensive experience in this area and have consistently delivered reliable and favorable outcomes for their clients. With over 400 individual clients, First Financial Advisory Services Inc manages an impressive $198,001,000 in assets. The firm takes pride in its team of seasoned advisors, including notable names such as Peter Robinson, Matthew Cunningham, and Geraldine Cunningham, who have been with the firm for an extended period. Their expertise and dedication contribute to the firm's stellar reputation in the industry. First Financial Advisory Services Inc remains committed to delivering personalized, client-centric services and helping individuals and businesses navigate the complex world of investments with confidence and success.

The Retirement Planning Company Of New England, Inc., located in Warwick, RI, is a small investment advisory firm with a strong focus on retirement planning. With a total of four employees, the company boasts a dedicated team of three experienced advisors who provide comprehensive investment advisory services. The firm manages an average of approximately $81,640,000 in assets per investment advisor, which aligns with the industry average. The Retirement Planning Company Of New England, Inc. prides itself on its diverse compensation structure, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 420 individuals, and they manage a substantial amount of assets totaling over $228,244,000. Notably, half of these assets are sourced from employer 401Ks and individuals, reflecting the firm's expertise in this area. With a strong track record in the retirement planning sector, the company's expertise is evident, as 93% of the assets they manage are under their discretionary control. The Retirement Planning Company Of New England, Inc. distinguishes itself through its personalized approach and commitment to helping clients achieve their retirement goals. Operating out of one office in Warwick, RI, the company has cultivated a team of experienced advisors. Notable among them are Sotirios Pappas, Edward Viar, and David Allaire, who have been with the firm for an extended period, demonstrating their commitment to delivering excellent service and trusted advice to their clients.

Sheeley & Partners Wealth Management, LLC, a small investment advisory firm based out of Providence, RI, is dedicated to providing comprehensive wealth management services. With a total of three highly skilled employees, their team offers expert investment advisory services to a diverse client base. On average, each investment advisor manages approximately $110,100,000 in assets, which aligns with the industry average. The firm's compensation structure is flexible and includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive personalized services tailored to their unique financial goals and needs. Sheeley & Partners Wealth Management, LLC prides itself on its impressive portfolio, overseeing more than $103,906,000 in assets under management for over 70 individual clients. While the majority of their assets are managed for high net worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a sole office in Providence, the firm has established a strong presence in the local community. The team boasts a wealth of experience, with advisors such as Megan Legere, George Greer, and Lesley Sheeley, who have remained dedicated to the firm for many years. Sheeley & Partners Wealth Management, LLC sets itself apart by offering discretionary management for all the assets they oversee. This allows clients to trust in the expertise of their advisors to make informed investment decisions on their behalf, providing peace of mind and ensuring the best possible outcomes.

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.

Lincoln Capital Corporation is a small investment advisory firm based out of East Greenwich, RI, with two offices. With a team of six employees, four of whom specialize in investment advisory services, the firm has established itself as a trusted partner in managing clients' assets. With an average of approximately $75,840,000 in assets under management per investment advisor, Lincoln Capital Corporation aligns with the industry average. Their compensation structure includes a variety of options, such as a percentage of assets under management and fixed fees, ensuring flexibility for both the firm and its clients. While the firm's managed assets are predominantly discretionary, comprising 99% of the total, they also possess the expertise to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Catering mainly to high net worth individuals, Lincoln Capital Corporation boasts a client base of over 140 individuals, with a substantial $303,374,000 in assets under management. This success is attributable to their experienced team, which includes long-standing advisors such as Alexander Albert, Sean McGuirk, and Brittany Moran. As a respected investment advisory firm, Lincoln Capital Corporation strives to provide tailored solutions to meet their clients' financial goals. With a strong track record, personalized service, and a commitment to delivering results, the firm has solidified its position in the competitive financial industry.

Strategicpoint Investment Advisors LLC, based out of Providence, RI, is a leading investment advisory firm with a strong track record of success. With 13 dedicated professionals on their team, including 7 highly skilled investment advisors, Strategicpoint provides exceptional financial guidance and wealth management services to their clients. With an impressive average of approximately $472,490,000 in assets under management per investment advisor, Strategicpoint stands out for their ability to handle substantial portfolios. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management, fixed fees, and performance-based fees. Catering to over 400 individual clients, Strategicpoint expertly manages assets exceeding $637,570,000. Their clientele primarily consists of high net worth individuals, although they also offer their expertise to 401(k) and individual accounts, which collectively represent less than 30% of their assets under management. Additionally, Strategicpoint possesses the necessary capabilities to effectively manage employer funds. Strategicpoint Investment Advisors LLC operates locally in Providence, RI, and operates out of two offices. The firm takes pride in their team of experienced advisors, including notable professionals such as Sean Giles, Richard Anzelone, and Betsey Purinton, who have been with the company for an extended period of time. With 100% of the assets they manage being discretionary, Strategicpoint Investment Advisors LLC empowers their clients by making informed investment decisions on their behalf. Their commitment to excellence and personalized service sets them apart within the industry, making them a trusted partner for individuals seeking strategic financial planning and wealth management solutions.

Axis Wealth Partners, LLC is a leading investment advisory firm based out of East Providence, RI. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they provide exceptional financial guidance and wealth management services. Their impressive average of $172,460,000 in assets under management per investment advisor sets them apart in the industry. Axis Wealth Partners, LLC has built a strong reputation for delivering superior results. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals. With over 460 individual clients and more than $172,663,000 in assets under management, the firm has a proven track record of success. A significant portion of their assets under management comes from employer 401Ks and individual clients, reflecting their expertise in this space. Notably, 99% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. Operating from three offices, Axis Wealth Partners, LLC has established a local presence and remains deeply committed to serving the community. The firm boasts a team of highly tenured advisors, including Jane Mcauliffe, Joshua Pacheco, and Daniel Da Ponte, who bring extensive knowledge and expertise to their clients' financial journeys. Whether clients seek long-term investment strategies, retirement planning, or comprehensive wealth management, Axis Wealth Partners, LLC stands ready to provide personalized solutions tailored to their unique needs. With a steadfast focus on client success and a commitment to excellence, they continue to be a trusted partner in navigating the complexities of the financial landscape.

Mystic Asset Management, a prominent investment advisory firm based out of Warwick, RI, is dedicated to providing exceptional financial services to their diverse clientele. With a notable track record spanning over several years, they have cultivated strong relationships with their more than 20 individual clients, who entrust them with over $287,775,000 in assets under management. Specializing in personalized investment strategies, Mystic Asset Management offers comprehensive advisory services tailored to each client's unique financial goals and risk tolerance. The firm prides itself on its ability to navigate the ever-changing market conditions and deliver consistent results. With a keen focus on discretion, 94% of the assets they manage are under their full discretion. Mystic Asset Management's compensation structure is designed to align their interests with their clients'. It includes a variety of options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This flexible approach ensures that clients receive transparent and value-driven services. With a team of three dedicated professionals, Mystic Asset Management maintains a high level of personalized attention for their clients. Two of their highly skilled employees are dedicated to providing expert investment advisory services, ensuring that clients receive individualized guidance tailored to their financial objectives. Remarkably, each investment advisor at Mystic Asset Management oversees an average of approximately $143,890,000 in assets under management, a figure significantly above the industry average. As a trusted partner, Mystic Asset Management remains committed to helping their clients secure their financial futures through prudent investment strategies and superior asset management expertise.

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.

Ransom Advisory is a small investment advisory firm based out of Providence, RI, boasting a single office and a dedicated team of professionals. With a focus on providing exceptional investment advisory services, Ransom Advisory distinguishes itself with its impressive average of approximately $194,520,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. It includes various types of compensation, such as a percentage of assets under management, ensuring that the advisors have a vested interest in achieving optimal results for their clients. While Ransom Advisory primarily manages assets for high net worth individuals, it also possesses the expertise and capability to handle employer funds, albeit representing a smaller portion of their assets under management. Notably, all of the assets entrusted to Ransom Advisory are managed on a discretionary basis, reflecting the high level of trust and confidence placed in the firm by its clients. With a client base of over 50 individuals, Ransom Advisory manages a substantial amount of assets, exceeding $194,524,000. Charles Ransom, one of the firm's registered advisors, has been an integral part of the team since 2022, showcasing his experience and dedication to delivering exceptional service. Overall, Ransom Advisory stands out as a reputable investment advisory firm, known for its high level of professionalism, extensive experience, and impressive track record in managing substantial assets for its discerning clients.