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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Portsmouth, RI

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

The short answer

20 registered advisors work in Portsmouth; the most are at Wealthcare Investment Partners LLC (5). 1 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Portsmouth

FirmAdvisors in Portsmouth
Wealthcare Investment Partners LLC5
Edward Jones news3
Strategic Advisers LLC3
LPL Financial LLC news2
Cetera Investment Advisers LLC news1
Empower Advisory Group, LLC1
LPL Enterprise, LLC news1
MML Investors Services, LLC1
The Burney Company1
Tiaa-Cref Individual & Institutional Services, LLC1
UBS Financial Services Inc. news1

Advisors in Portsmouth, A to Z

CFP advisors in Portsmouth →

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 28Barrington 19North Providence 16Pawtucket 16Coventry 14Bristol 13South Kingstown 13Narragansett 10North Smithfield 10

Questions

How many financial advisors are in Portsmouth, RI?

20 investment adviser representatives are registered at firm offices in Portsmouth, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Portsmouth?

Wealthcare Investment Partners LLC, with 5 registered advisors in Portsmouth, followed by Edward Jones with 3.

How do I check a financial advisor in Portsmouth?

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.