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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in North Kingstown, RI

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

29 registered advisors work in North Kingstown; the most are at Strategic Advisers LLC (8). 0 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in North Kingstown

FirmAdvisors in North Kingstown
Strategic Advisers LLC8
Edward Jones news3
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Truefocus Financial Partners2
Veritas Wealth Management2
Ameriprise Financial Services, LLC news1
Ashton Thomas Securities, LLC1
Citizens Securities, Inc.1
Cornerstone Financial Management LLC1
LPL Financial LLC news1
Lally Wealth Management, LLC1
Osaic Wealth, Inc. news1
Wickford Wealth Management, LLC1

Advisors in North Kingstown, A to Z

Search all of Rhode Island →

Other cities in Rhode Island

All of Rhode Island →

Providence 475Riverside 217Warwick 216Johnston 145Cranston 124Smithfield 70Newport 63East Providence 45West Warwick 42East Greenwich 35Middletown 32Cumberland 31Lincoln 30Westerly 30Wakefield 26Barrington 23Portsmouth 21Pawtucket 20North Providence 18Coventry 16South Kingstown 15Bristol 14Narragansett 11North Smithfield 11

Questions

How many financial advisors are in North Kingstown, RI?

29 investment adviser representatives are registered at firm offices in North Kingstown, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in North Kingstown?

Strategic Advisers LLC, with 8 registered advisors in North Kingstown, followed by Edward Jones with 3.

How do I check a financial advisor in North Kingstown?

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.