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Financial Planners in North Kingstown, RI: 2026 rankings

84 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in North Kingstown: Bankers Life, RFA Score 71/100; 4.9★ from 132 Google reviews.

  2. 2

    Most-reviewed: Capital Good Fund, 488 Google reviews at 4.6★, the most of 84 ranked; ranked #2.

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

84 North Kingstown financial planners are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 84 rated firms.

Top 10 financial planners in North Kingstown 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 planners in North Kingstown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bankers Life714.9★ (132)Warwick, 13 mi away—Top score
2Capital Good Fund714.6★ (488)Providence, 20 mi away—Most reviews
3WealthMax Financial Group705.0★ (86)Bristol, 15 mi awaySat—
4Marco Moretti, CRPC® CLTC695.0★ (69)Cranston, 14 mi away——
5Eliot Rose Wealth Management, LLC694.9★ (42)East Greenwich, 6 mi away——
6Mutual of Omaha Mortgage694.7★ (61)West Warwick, 8 mi away——
7Financial Independence, LLC695.0★ (51)Warwick, 12 mi away——
8Anthony V Ricci, CPA, Inc.694.9★ (55)Warwick, 12 mi away——
9Lifetime Advisors Group674.7★ (13)North Kingstown——
10Northeast Investment Group664.9★ (35)Cranston, 14 mi away——

All 84 financial planners in North Kingstown, 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 North Kingstown

    #1 Bankers Life

    Based in Warwick, 13 mi away

    71/100RFA Score

    Ranked #1 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

  2. #2 Capital Good Fund

    Based in Providence, 20 mi away

    71/100RFA 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

  3. #3 WealthMax Financial Group

    Based in Bristol, 15 mi away

    70/100RFA Score

    Ranked #3 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

  6. #6 Mutual of Omaha Mortgage

    Based in West Warwick, 8 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1350 Division Rd Ste 104, West Warwick, RI 02893
    View profile for Mutual of Omaha Mortgage(401) 465-9326

  9. #9 Lifetime Advisors Group

    Based in North Kingstown

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri–Sun closed
    Address
    1130 Ten Rod Rd Ste F102, North Kingstown, RI 02852
    View profile for Lifetime Advisors Group(401) 821-0080

  10. #10 Northeast Investment Group

    Based in Cranston, 14 mi away

    66/100RFA Score

    Ranked #10 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

  19. #19 Eastern Bank

    Based in Warwick, 9 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3830 Post Rd, Warwick, RI 02886
    View profile for Eastern Bank(401) 885-0367

  21. #21 Eastern Bank

    Based in Cranston, 15 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 27 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1155 Reservoir Ave, Cranston, RI 02920
    View profile for Eastern Bank(401) 943-2885

  25. #25 Eastern Bank

    Based in East Greenwich, 6 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 7 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    5750 Post Rd, East Greenwich, RI 02818
    View profile for Eastern Bank(401) 558-2060

Financial planners 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 84 ranked financial planners here; the rest are on their profiles.

financial planners in North Kingstown, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26New England Financial Advisors625.0★ (11)15 mi
27Washington Trust624.1★ (24)16 mi
28Eastern Bank623.6★ (29)12 mi
29Terrace Financial, LLC. Accounting & Tax625.0★ (9)14 mi
30Massey And Associates, Inc624.3★ (9)10 mi
31Bank of America (with Drive-thru ATM)623.3★ (28)10 mi
32Lincoln Capital Corporation625.0★ (4)7 mi
33Gather Wealth Investment Management625.0★ (12)19 mi
34Fradin & Company Ltd, Inc.623.7★ (12)11 mi
35Savant Wealth Management625.0★ (5)10 mi
36Dowd & Associates Seniors Financial625.0★ (3)6 mi
37Nakowicz Financial Services624.5★ (8)13 mi
38Bank of America (with Drive-thru ATM)623.7★ (47)19 mi
39Bank of America (with Drive-thru ATM)613.8★ (33)19 mi
40Matoney Financial615.0★ (3)8 mi
41Pioneer Financial Group614.3★ (6)12 mi
42SK Wealth Management | Fee-Only Financial Planner615.0★ (10)20 mi
43Fidelity Investments613.9★ (19)19 mi
44Nathan Richard - Financial Advisor, Ameriprise Financial Services, LLC615.0★ (9)20 mi
45Old Forge Wealth Management615.0★ (3)10 mi
46Sandra L Peters - Financial Advisor, Ameriprise Financial Services, LLC615.0★ (5)14 mi
47Bank of America (with Drive-thru ATM)603.6★ (24)19 mi
48Cornerstone Financial Management LLC605.0★ (8)20 mi
49Sound Financial Partners605.0★ (11)23 mi
50Bank of America (with Drive-thru ATM)603.2★ (43)16 mi

Also serving North Kingstown

20 more financial planners 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 planners serving North Kingstown
BusinessGoogle ratingDistance
Ahead Full Wealth Management, LLC5.0★ (1)In North Kingstown
Anibal BourdierdIn North Kingstown
Balanced Wealth Management5.0★ (2)8 mi
Derderian FinancialIn North Kingstown
Edward Jones - Financial Advisor: Ericka Bruce Devine, CEPA®In North Kingstown
Edward Jones - Financial Advisor: Ronda L Warrener, CFP®|CEPA®5.0★ (1)In North Kingstown
Equity Risk SciencesIn North Kingstown
FuturED FinanceIn North Kingstown
Greenwich Bay Wealth Management5.0★ (2)8 mi
Guilin FundingIn North Kingstown
Lally Wealth ManagementIn North Kingstown
LPL FinancialIn North Kingstown
Mark DextradeurIn North Kingstown
McGuire Wealth Management5.0★ (2)8 mi
PathView Wealth - Ameriprise Financial Services, LLCIn North Kingstown
Paul J Di Palma - Private Wealth Advisor, Ameriprise Financial Services, LLCIn North Kingstown
Randal S. Poirier, ChFC3.0★ (2)9 mi
Rhode Island Pooled TrustIn North Kingstown
Sardelli & Hutchinson Wealth Management5.0★ (2)8 mi
Wickford Wealth Management, LLC.In North Kingstown

How we ranked North Kingstown financial planners

We scored 84 North Kingstown financial planners 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 North Kingstown 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in North Kingstown: frequently asked questions

Which financial planner has the highest RFA Score in North Kingstown?

By RFA Score, the highest-ranked financial planner in North Kingstown, RI is Bankers Life with an RFA Score of 71/100. It has 4.9★ from 132 Google reviews. Capital Good Fund (#2) and WealthMax Financial Group (#3) follow. We ranked 84 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in North Kingstown?

RankedFinancialAdvisors ranks 84 financial planners serving North Kingstown, RI. 2 of them are based in North Kingstown; 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 planners in North Kingstown work on weekends?

21 of 84 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are WealthMax Financial Group (#3), Bank of America (with Drive-thru ATM) (#12) and Bank of America (with Drive-thru ATM) (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Kingstown financial planners have?

The median Google rating among 84 rated financial planners in North Kingstown is 4.7★, with a median of 13 reviews. Capital Good Fund has the most, 488 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside North Kingstown count in this ranking?

Yes, if they are within 25 mi of the North Kingstown city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in North Kingstown ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in North Kingstown 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 planners 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 North Kingstown

  1. November 2026: RFA Scores recalculated for 84 financial planners serving North Kingstown.

More financial planners and North Kingstown pages