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  • 1

    Gea Sphere, LLC

    East Greenwich, RI

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $100,000

    We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds.

  • 2

    Arlen Capital, LLC

    121 South Main Street
    Providence, RI

  • 3

    Bentley Wealth Advisors, LLC

    117 Metro Center Blvd
    Warwick, RI

  • 4

    Blue Fin Capital, Inc.

    10 Weybosset Street
    Providence, RI

  • 5

    Charles J. Means & Co., LLC

    312 Wickenden Street
    Providence, RI

  • 6

    Clearpath Wealth Management, LLC

    170 Westminster Street
    Providence, RI

  • 7

    Compton Capital Management Inc

    170 Westminster Street
    Providence, RI

  • 8

    Corrigan Financial Inc

    747 Aquidneck Ave
    Middletown, RI

  • 9

    Fuelling Capital Asset Management, LLC

    8 Freebody Street
    Newport, RI

  • 10

    Hall Capital Management Co Inc

    26 Bosworth Street
    Barrington, RI

  • 11

    Lee Krasner Group LTD

    10 Davol Square
    Providence, RI

  • 12

    Lgc&d Wealth Management, LLC

    10 Weybosset Street
    Providence, RI

  • 13

    Lighthouse Financial Management, LLC

    85 Beach Street
    Westerly, RI

  • 14

    Lincoln Capital Corp

    40 Westminster Street
    Providence, RI

  • 15

    Ocean State Asset Management, LLC

    101 Dyer Street
    Providence, RI

  • 16

    Parsons Capital Management Inc

    10 Weybosset Street, Ste 106
    Providence, RI

  • 17

    Professional Planning Group

    9 Granite Street
    Westerly, RI

  • 18

    Signet Investment Advisory Group, Inc.

    101 Dyer Street, Suite 3c
    Providence, RI

  • 19

    SKM Wealth Management LLC

    55 Dorrance St
    Providence, RI

  • 20

    Slocum, Gordon & Co. LLP

    39 Mill Street
    Newport, RI

  • 21

    Tercet Capital, LLC

    37 Thurber Boulevard
    Smithfield, RI

  • 22

    W.A. Entwistle And Associates

    24 Salt Pond Road Building G-3
    Wakefield, RI

  • 23

    Whalerock Point Partners, LLC

    One Turks Head Place
    Providence, RI

  • 24

    Young Richard C & Co LTD

    98 William Street
    Newport, RI

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