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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Narragansett, RI

Every SEC-registered investment adviser representative at a firm office in Narragansett, with the firms that employ the most of them.

10 registered advisors work in Narragansett; the most are at Edward Jones (2). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Narragansett

FirmAdvisors in Narragansett
Edward Jones news2
Strategic Advisers LLC2
Wells Fargo Advisors Financial Network, LLC news2
Cetera Investment Advisers LLC news1
Claro Advisors Inc.1
LPL Financial LLC news1
Morgan Stanley news1

Advisors in Narragansett, A to Z

CFP advisors in Narragansett →

Other cities in Rhode Island

All of Rhode Island →

Providence 451Warwick 195Riverside 186Johnston 149Cranston 117Smithfield 69Newport 58West Warwick 42East Providence 41Cumberland 31East Greenwich 31Westerly 31Middletown 30North Kingstown 30Lincoln 29Wakefield 28Portsmouth 20Barrington 19North Providence 16Pawtucket 16Coventry 14Bristol 13South Kingstown 13North Smithfield 10

Questions

How many financial advisors are in Narragansett, RI?

10 investment adviser representatives are registered at firm offices in Narragansett, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Narragansett?

Edward Jones, with 2 registered advisors in Narragansett, followed by Strategic Advisers LLC with 2.

How do I check a financial advisor in Narragansett?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.