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Financial Advisors in Woonsocket, RI: 2026 rankings

249 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Woonsocket: Advanced Auto Sales, RFA Score 74/100; 4.6★ from 524 Google reviews; open 7 days a week.

  2. 50

    Most-reviewed: Nexus Property Management - National HQ, 645 Google reviews at 4.6★, the most of 249 ranked; ranked #50.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

249 Woonsocket financial advisors are ranked here by RFA Score, from eight published factors. 59 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.9★ across 249 rated firms.

Top 10 financial advisors in Woonsocket at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Woonsocket at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Advanced Auto Sales744.6★ (524)North Attleborough Center, 10 mi awaySat · Sun · EveningsTop score
2Capital Good Fund734.6★ (488)Providence, 13 mi away——
3Oak Leaf Wealth Management725.0★ (62)North Smithfield, 2 mi away——
4Sin-cere Multiservice724.8★ (213)Providence, 12 mi away——
5Taylor, Torres & Company PC, Certified Public Accountants714.9★ (95)Attleboro, 10 mi away——
6Providence Financial Advisors705.0★ (74)Providence, 14 mi awayEvenings—
7Bankers Life704.9★ (132)Warwick, 19 mi away——
8Marco Moretti, CRPC® CLTC695.0★ (69)Cranston, 17 mi away——
9A&F Bookkeeping & Business Consulting Inc.685.0★ (69)Ashland, 18 mi awaySat—
10Trust Bookkeeping685.0★ (72)Mansfield, 19 mi away——

All 249 financial advisors in Woonsocket, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Woonsocket

    #1 Advanced Auto Sales

    Based in North Attleborough Center, 10 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 524 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 524 Google reviews
    Hours
    Mon–Sat 9 AM–7 PM · Sun 10 AM–4 PM
    Address
    130 E Washington St, North Attleborough, MA 02760
    View profile for Advanced Auto Sales(508) 210-2224

  2. #2 Capital Good Fund

    Based in Providence, 13 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.6★ from 488 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 488 Google reviews
    Hours
    Mon–Tue 8 AM–6 PM · Wed closed · Thu–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    333 Smith St, Providence, RI 02908
    View profile for Capital Good Fund(866) 584-3651

  4. #4 Sin-cere Multiservice

    Based in Providence, 12 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 213 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 213 Google reviews
    Hours
    Mon–Thu 9 AM–3 PM · Fri–Sun closed
    Address
    596 Charles St, Providence, RI 02904
    View profile for Sin-cere Multiservice(401) 649-3479

  7. #7 Bankers Life

    Based in Warwick, 19 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    475 Kilvert St #300, Warwick, RI 02886
    View profile for Bankers Life(401) 732-5213

  10. #10 Trust Bookkeeping

    Based in Mansfield, 19 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Trust Bookkeeping(508) 718-8437

  13. #13 WealthMax Financial Group

    Based in Bristol, 25 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 86 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    655 Metacom Ave Unit 102, Bristol, RI 02809
    View profile for WealthMax Financial Group(401) 366-2525

  14. #14 Sterling Associates

    Based in Northbridge, 11 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 41 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–9 PM · Sat–Sun closed
    Address
    49 Church St, Whitinsville, MA 01588
    View profile for Sterling Associates(800) 286-8073

  20. #20 F.A.S.T Plus Inc

    Based in Brockton, 25 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 79 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 1 PM–5 PM · Sun closed
    Address
    35 Torrey St #2, Brockton, MA 02301
    View profile for F.A.S.T Plus Inc(508) 588-4500

  21. #21 Stoddard Financial, LLC

    Based in Canton, 16 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6 Baker Rd, Medfield, MA 02052
    View profile for Stoddard Financial, LLC(617) 481-5097

  24. #24 The Funding Booth LLC

    Based in Wrentham, 10 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 9 AM–5 PM · Sun closed
    Address
    111 Washington St, Plainville, MA 02762
    View profile for The Funding Booth LLC(888) 551-0215

  25. #25 Northeast Investment Group

    Based in Cranston, 17 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    1000 Chapel View Blvd Suite 200, 2nd Flr, Cranston, RI 02920
    View profile for Northeast Investment Group(401) 213-8318

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 249 ranked financial advisors here; the rest are on their profiles.

financial advisors in Woonsocket, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Tax Express Group664.8★ (69)24 mi
27Dan Defeo: Primerica - Financial Services664.9★ (24)13 mi
28Savant Wealth Management665.0★ (47)23 mi
29Bank of America (with Drive-thru ATM)664.3★ (212)24 mi
30Waterview Apartments664.3★ (8)In Woonsocket
31Carr Financial Group | Financial Planning | Wealth Management665.0★ (49)25 mi
32Green Eagle Wealth Management655.0★ (13)9 mi
33Eastern Bank654.1★ (16)5 mi
34Byrne Financial Freedom, LLC654.7★ (14)8 mi
35Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP655.0★ (18)13 mi
36Pomarico Financial, LLC655.0★ (31)20 mi
37ClearPath Financial Partners655.0★ (41)23 mi
38Mutual of Omaha Mortgage654.7★ (61)23 mi
39Edward Jones - Financial Advisor: Alex Winkelmann655.0★ (41)24 mi
40Proactive Financial Solutions 360, LLC655.0★ (12)10 mi
41Waymark Wealth Management LLC655.0★ (38)24 mi
42Finivi654.8★ (36)20 mi
43Lund Wealth Management655.0★ (17)15 mi
44UMassFive College Federal Credit Union654.4★ (84)23 mi
45Bank of America Financial Center654.2★ (82)20 mi
46Smart Payment Solutions LLC Merchant Services644.9★ (28)21 mi
47Angel Urena: Primerica - Financial Services645.0★ (15)15 mi
48Walk You To Wealth645.0★ (8)9 mi
49Gather Wealth Investment Management645.0★ (12)13 mi
50Nexus Property Management - National HQ644.6★ (645)11 mi

Also serving Woonsocket

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Woonsocket
BusinessGoogle ratingDistance
1776 Financial Services5.0★ (2)9 mi
B K Financial Services, LLC5.0★ (2)15 mi
Baystate Financial - The Women's Advisory Group5.0★ (2)17 mi
Bourget & Associates Inc4.0★ (1)In Woonsocket
Chic Elite Credit5.0★ (2)9 mi
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Darrien Slaughter5.0★ (2)17 mi
Darvin Acosta Filpo, Wealth Advisor - Eagle Strategies5.0★ (2)13 mi
David MelloIn Woonsocket
Dragonfly Financial Solutions LLC5.0★ (2)9 mi
Edward Jones - Financial Advisor: Karen Brunner Lemke5.0★ (2)14 mi
Edward Jones - Financial Advisor: Kevin L Johnson5.0★ (2)8 mi
Garth Fondo - Ameriprise Financial Services5.0★ (2)16 mi
Harkins Wealth Management5.0★ (2)14 mi
MOK Financial Planning & Tax, Inc.5.0★ (2)14 mi
Parsons Capital Management Inc5.0★ (2)13 mi
RBC Wealth Management Branch - Providence4.0★ (2)13 mi
The Patriot Financial Group, LLC3.0★ (2)17 mi
Wells Fargo Advisors2.5★ (2)13 mi
William HanganIn Woonsocket

How we ranked Woonsocket financial advisors

We scored 249 Woonsocket financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Woonsocket data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Woonsocket: frequently asked questions

Which financial advisor has the highest RFA Score in Woonsocket?

By RFA Score, the highest-ranked financial advisor in Woonsocket, RI is Advanced Auto Sales with an RFA Score of 74/100. It has 4.6★ from 524 Google reviews. It is open 7 days a week. Capital Good Fund (#2) and Oak Leaf Wealth Management (#3) follow. We ranked 249 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Woonsocket?

RankedFinancialAdvisors ranks 249 financial advisors serving Woonsocket, RI. 1 of them is based in Woonsocket; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Woonsocket work on weekends?

59 of 249 ranked financial advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Advanced Auto Sales (#1), A&F Bookkeeping & Business Consulting Inc. (#9) and Law Offices of David M. Lunny (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Woonsocket financial advisors have?

The median Google rating among 249 rated financial advisors in Woonsocket is 4.9★, with a median of 11 reviews. Nexus Property Management - National HQ has the most, 645 reviews, and ranks #50. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Woonsocket count in this ranking?

Yes, if they are within 25 mi of the Woonsocket city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Woonsocket ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Woonsocket a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Woonsocket

  1. November 2026: RFA Scores recalculated for 249 financial advisors serving Woonsocket.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Woonsocket pages