Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Chepachet, RI

Every SEC-registered financial advisor at a firm office in Chepachet who lists the Certified Financial Planner designation, A to Z.

2 CFP professionals work in Chepachet; the most are at Aurelius Family Office, LLC (1). 1 are also registered broker representatives.

CFP advisors in Chepachet, A to Z

Every advisor in Chepachet →

Firms with the most CFP professionals in Chepachet

Aurelius Family Office, LLC 1Cetera Investment Advisers LLC 1

CFP advisors in other Rhode Island cities

All of Rhode Island →

Providence 44Warwick 25Johnston 12Middletown 9Cranston 8North Kingstown 8East Greenwich 7Lincoln 6Newport 6West Warwick 6Westerly 6Charlestown 5East Providence 5Smithfield 5Greenville 4North Smithfield 3Saunderstown 3South Kingstown 3Wakefield 3

Questions

How many CFP financial advisors are in Chepachet, RI?

2 SEC-registered investment adviser representatives at firm offices in Chepachet, Rhode Island list the CFP designation; Aurelius Family Office, LLC employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Chepachet?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.