Investment Advisors in Rhode Island: Ranked Lists by City (2026)
29 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank investment advisors in 29 Rhode Island cities, 1,484 city rankings in all. The largest lists are Woonsocket (78), Cumberland (76) and North Smithfield (70).
Investment advisors by city in Rhode Island
Every Rhode Island city with a ranked list of investment advisors, 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 investment advisors
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 | IPX1031 - Investment Property Exchange Services, Inc. | 71 | #1 in West Warwick | 5.0★ (22) |
| 2 | Diamond Tree Properties | 71 | #1 in Westerly | 5.0★ (14) |
| 3 | Copper Beech Wealth Management | 68 | #1 in Cumberland | 4.9★ (27) |
| 4 | Virgil Sales - Prudential Financial | 67 | #2 in East Providence | 5.0★ (5) |
| 5 | Nexus Property Management - National HQ | 67 | #2 in Pawtucket | 4.6★ (645) |
| 6 | Fidelity Brokerage Services LLC | 66 | #3 in Smithfield | 2.8★ (13) |
| 7 | Frazier Investment Management | 66 | #2 in Narragansett | 5.0★ (9) |
| 8 | Lee Investment Management LLC | 66 | #2 in Westerly | 5.0★ (3) |
| 9 | WealthMax Financial Group | 66 | #2 in Newport East | 5.0★ (86) |
| 10 | Wells Fargo Advisors | 65 | #3 in Westerly | 2.8★ (4) |