Financial Planners in Rhode Island: Ranked Lists by City (2026)
29 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 29 Rhode Island cities, 3,045 city rankings in all. The largest lists are Woonsocket (167), Cumberland (150) and North Smithfield (138).
Financial planners by city in Rhode Island
Every Rhode Island city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Rhode Island financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Capital Good Fund | 76 | #1 in Providence | 4.6★ (488) |
| 2 | Bankers Life | 75 | #1 in Warwick | 4.9★ (132) |
| 3 | WealthMax Financial Group | 74 | #1 in Bristol | 5.0★ (86) |
| 4 | Premier Planning Professionals | 73 | #1 in Westerly | 5.0★ (84) |
| 5 | Marco Moretti, CRPC® CLTC | 73 | #3 in Cranston | 5.0★ (69) |
| 6 | Oak Leaf Wealth Management | 73 | #2 in North Smithfield | 5.0★ (62) |
| 7 | Taylor, Torres & Company PC, Certified Public Accountants | 72 | #2 in Cumberland | 4.9★ (95) |
| 8 | Mutual of Omaha Mortgage | 70 | #3 in South Kingstown | 4.7★ (61) |
| 9 | Sound Financial Partners | 68 | #2 in Westerly | 5.0★ (11) |
| 10 | Bank of America (with Drive-thru ATM) | 68 | #3 in Westerly | 3.4★ (32) |