RIAs in Providence, Rhode Island
Explore 19 RIAs headquartered in Providence, with $52B in combined reported AUM.
RIAs19Headquartered here
Total AUM$52BReported regulatory AUM
Total Employees341Reported by these RIAs
% of Total State AUM12.2%% Of total State AUM Reported
All RIAs in Providence
19 RIAsShowing 1–19 of 19 RIAs
Providence Equity Partners L.L.C.
PROVIDENCE, RIReported AUM$24.1B
Employees135
46.4% of city AUMView RIA ↗
Nautic Partners, LLC
PROVIDENCE, RIReported AUM$14B
Employees69
26.9% of city AUMView RIA ↗
Global Strategic Risk Management, LLC
PROVIDENCE, RIReported AUM$2.9B
Employees12
5.6% of city AUMView RIA ↗
Parsons Capital Management Inc
PROVIDENCE, RIReported AUM$2.4B
Employees22
4.6% of city AUMView RIA ↗
Unison
PROVIDENCE, RIReported AUM$2B
Employees1
3.9% of city AUMView RIA ↗
Upper90
PROVIDENCE, RIReported AUM$1.1B
Employees18
2.1% of city AUMView RIA ↗
Strategicpoint Investment Advisors LLC
PROVIDENCE, RIReported AUM$914.8M
Employees12
1.8% of city AUMView RIA ↗
Canton Hathaway LLC
PROVIDENCE, RIReported AUM$866.1M
Employees5
1.7% of city AUMView RIA ↗
Newman Dignan & Sheerar, Inc
PROVIDENCE, RIReported AUM$731.3M
Employees9
1.4% of city AUMView RIA ↗
Sk Wealth Management, LLC
PROVIDENCE, RIReported AUM$639M
Employees6
1.2% of city AUMView RIA ↗
Barrett & Company
PROVIDENCE, RIReported AUM$529.7M
Employees7
1.0% of city AUMView RIA ↗
Brown, Lisle/Cummings, Inc
PROVIDENCE, RIReported AUM$487.3M
Employees13
0.9% of city AUMView RIA ↗
Signet Investment Advisory Group, Inc.
PROVIDENCE, RIReported AUM$394.1M
Employees9
0.8% of city AUMView RIA ↗
Weybosset Research & Management, LLC
PROVIDENCE, RIReported AUM$340.9M
Employees3
0.7% of city AUMView RIA ↗
Eliot Rose Wealth Management, LLC
PROVIDENCE, RIReported AUM$186.3M
Employees4
0.4% of city AUMView RIA ↗
Have RIA, Inc.
PROVIDENCE, RIReported AUM$160.8M
Employees9
0.3% of city AUMView RIA ↗
Sheeley & Partners Wealth Management, LLC
PROVIDENCE, RIReported AUM$131.3M
Employees3
0.3% of city AUMView RIA ↗
Plum Pointe Wealth Management
PROVIDENCE, RIReported AUM$104.7M
Employees3
0.2% of city AUMView RIA ↗
Marstone LLC
PROVIDENCE, RIReported AUM$2.8M
Employees1
0.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.