Top 10 Advisor Firms in Rhode Island by AUM
The largest public advisor firms headquartered in Rhode Island, ranked by reported assets under management.
Rhode Island
| # | Firm | AUM |
|---|---|---|
| 1 | CITIZENS SECURITIES, INC. Johnston, RI | $12.9B |
| 2 | PARSONS CAPITAL MANAGEMENT INC Providence, RI | $2.4B |
| 3 | UNISON Providence, RI | $2B |
| 4 | YOUNG RICHARD C & CO LTD Newport, RI | $1.8B |
| 5 | PROFESSIONAL PLANNING GROUP Westerly, RI | $1.3B |
| 6 | CAPITAL WEALTH MANAGEMENT, LLC West Warwick, RI | $1.1B |
| 7 | MCGUIRE WEALTH MANAGEMENT Wakefield, RI | $1.1B |
| 8 | STRATEGICPOINT INVESTMENT ADVISORS LLC Providence, RI | $914.8M |
| 9 | CANTON HATHAWAY LLC Providence, RI | $866.1M |
| 10 | WEALTHCARE INVESTMENT PARTNERS LLC Portsmouth, RI | $859.6M |