Wealth Managers in Rhode Island: Ranked Lists by City (2026)
29 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank wealth managers in 29 Rhode Island cities, 1,470 city rankings in all. The largest lists are Cumberland (84), Lincoln (83) and Valley Falls (82).
Wealth managers by city in Rhode Island
Every Rhode Island city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 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 wealth managers
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 | WealthMax Financial Group | 74 | #1 in Bristol | 5.0★ (86) |
| 2 | Newport Wealth Management | 71 | #2 in Portsmouth | 5.0★ (44) |
| 3 | Oak Leaf Wealth Management | 71 | #1 in North Smithfield | 5.0★ (62) |
| 4 | Eliot Rose Wealth Management, LLC | 71 | #2 in East Greenwich | 4.9★ (42) |
| 5 | Experience Your Wealth, LLC | Fee-Only Financial Planner | 71 | #2 in Barrington | 5.0★ (39) |
| 6 | South Coast Planning & Wealth Management LLC | 70 | #3 in Bristol | 5.0★ (36) |
| 7 | Balance Wealth Advisors | 69 | #2 in Woonsocket | 5.0★ (143) |