{ "path": "/advisors/ri", "url": "https://advisorcensus.com/advisors/ri", "page_type": "state", "title": "Financial advisors in Rhode Island", "filters": {}, "scope_total": 91, "faq": [ { "q": "How many financial advisory firms are there in Rhode Island?", "a": "AdvisorCensus lists 91 investment advisory firms with a principal office in Rhode Island, from Form ADV filings as of October 2026: 50 SEC-registered, 38 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Rhode Island?", "a": "34 of the 91 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Rhode Island offer financial planning?", "a": "61 of the 88 firms in Rhode Island that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Rhode Island fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 34 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 91 investment advisory firms with a principal office in Rhode Island, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Rhode Island: 91 firms from Form ADV filings as of October 2026.", "total_firms": 91, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 50, "state": 38, "exempt": 3 }, "fee_model_mix": [ { "code": "fee-only", "count": 34 }, { "code": "percentage_of_aum", "count": 80 }, { "code": "hourly", "count": 44 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 51 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 8 }, { "code": "other", "count": 13 }, { "code": "not_reported", "count": 3 } ], "years_registered_distribution": [ { "code": "under_5", "count": 31 }, { "code": "5_to_9", "count": 15 }, { "code": "10_to_19", "count": 19 }, { "code": "20_plus", "count": 25 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 18 }, { "code": "100m_500m", "count": 28 }, { "code": "500m_1b", "count": 9 }, { "code": "1b_5b", "count": 8 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 152001, "name": "Alpha DOG Advisors, Ruff", "name_as_filed": "ALPHA DOG ADVISORS, RUFF", "url": "https://advisorcensus.com/firm/alpha-dog-advisors-ruff-cranston-ri-152001", "city": "Cranston", "state": "RI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 340494, "name": "Alvarez & Associates Financial", "name_as_filed": "ALVAREZ & ASSOCIATES FINANCIAL", "url": "https://advisorcensus.com/firm/alvarez-and-associates-financial-lincoln-ri-340494", "city": "Lincoln", "state": "RI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118113, "name": "Arlen Capital, LLC", "name_as_filed": "ARLEN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/arlen-capital-llc-warwick-ri-118113", "city": "Warwick", "state": "RI", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167122, "name": "Axis Wealth Partners, LLC", "name_as_filed": "AXIS WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/axis-wealth-partners-llc-east-providence-ri-167122", "city": "East Providence", "state": "RI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174699, "name": "Balanced Wealth Management, LLC.", "name_as_filed": "BALANCED WEALTH MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/balanced-wealth-management-llc-west-warwick-ri-174699", "city": "West Warwick", "state": "RI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 1175, "name": "Barrett & Company", "name_as_filed": "BARRETT & COMPANY", "url": "https://advisorcensus.com/firm/barrett-and-company-providence-ri-1175", "city": "Providence", "state": "RI", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293311, "name": "Bentley Wealth Advisors, LLC", "name_as_filed": "BENTLEY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bentley-wealth-advisors-llc-warwick-ri-293311", "city": "Warwick", "state": "RI", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 119510, "name": "Blue Chip Financial Advisors, LLC", "name_as_filed": "BLUE CHIP FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/blue-chip-financial-advisors-llc-east-providence-ri-119510", "city": "East Providence", "state": "RI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108451, "name": "Blue FIN Capital, Inc.", "name_as_filed": "BLUE FIN CAPITAL, INC.", "url": "https://advisorcensus.com/firm/blue-fin-capital-inc-warren-ri-108451", "city": "Warren", "state": "RI", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281437, "name": "Bountiful Investment Management LLC", "name_as_filed": "BOUNTIFUL INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bountiful-investment-management-llc-rumford-ri-281437", "city": "Rumford", "state": "RI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299102, "name": "Breachway Investments, LLC", "name_as_filed": "BREACHWAY INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/breachway-investments-llc-charlestown-ri-299102", "city": "Charlestown", "state": "RI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 139651, "name": "Brown Advisory Group, LLC", "name_as_filed": "BROWN ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/brown-advisory-group-llc-east-providence-ri-139651", "city": "East Providence", "state": "RI", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 1331, "name": "Brown, LISLE/CUMMINGS, Inc", "name_as_filed": "BROWN, LISLE/CUMMINGS, INC", "url": "https://advisorcensus.com/firm/brown-lisle-cummings-inc-providence-ri-1331", "city": "Providence", "state": "RI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297527, "name": "Canton Hathaway LLC", "name_as_filed": "CANTON HATHAWAY LLC", "url": "https://advisorcensus.com/firm/canton-hathaway-llc-providence-ri-297527", "city": "Providence", "state": "RI", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157959, "name": "Capital Wealth Management, LLC", "name_as_filed": "CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/capital-wealth-management-llc-west-warwick-ri-157959", "city": "West Warwick", "state": "RI", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148931, "name": "Caster and Company, Inc.", "name_as_filed": "CASTER AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/caster-and-company-inc-warwick-ri-148931", "city": "Warwick", "state": "RI", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 300200, "name": "CB Capital LLC", "name_as_filed": "CB CAPITAL LLC", "url": "https://advisorcensus.com/firm/cb-capital-llc-north-smithfield-ri-300200", "city": "North Smithfield", "state": "RI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120178, "name": "Charles J. Means & Co., LLC", "name_as_filed": "CHARLES J. MEANS & CO., LLC", "url": "https://advisorcensus.com/firm/charles-j-means-and-co-llc-providence-ri-120178", "city": "Providence", "state": "RI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 39550, "name": "Citizens Securities, Inc.", "name_as_filed": "CITIZENS SECURITIES, INC.", "url": "https://advisorcensus.com/firm/citizens-securities-inc-johnston-ri-39550", "city": "Johnston", "state": "RI", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117649, "name": "Coastal Financial Planning, Inc.", "name_as_filed": "COASTAL FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/coastal-financial-planning-inc-lincoln-ri-117649", "city": "Lincoln", "state": "RI", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129164, "name": "Cornerstone Investment Services", "name_as_filed": "CORNERSTONE INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/cornerstone-investment-services-providence-ri-129164", "city": "Providence", "state": "RI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110484, "name": "Creative Resources Investment Advisors LLC", "name_as_filed": "CREATIVE RESOURCES INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/creative-resources-investment-advisors-llc-cranston-ri-110484", "city": "Cranston", "state": "RI", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119631, "name": "D & P Investment Advisors, Ltd.", "name_as_filed": "D & P INVESTMENT ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/d-and-p-investment-advisors-ltd-wakefield-ri-119631", "city": "Wakefield", "state": "RI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342854, "name": "Datum Wealth Management", "name_as_filed": "DATUM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/datum-wealth-management-warwick-ri-342854", "city": "Warwick", "state": "RI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 31346, "name": "Diversified Resources, LLC", "name_as_filed": "DIVERSIFIED RESOURCES, LLC", "url": "https://advisorcensus.com/firm/diversified-resources-llc-warwick-ri-31346", "city": "Warwick", "state": "RI", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283922, "name": "Efficient Capital Strategies, LLC", "name_as_filed": "EFFICIENT CAPITAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/efficient-capital-strategies-llc-barrington-ri-283922", "city": "Barrington", "state": "RI", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321763, "name": "Eisenhilfer Capital LLC", "name_as_filed": "EISENHILFER CAPITAL LLC", "url": "https://advisorcensus.com/firm/eisenhilfer-capital-llc-lincoln-ri-321763", "city": "Lincoln", "state": "RI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120465, "name": "Eliot Rose Wealth Management, LLC", "name_as_filed": "ELIOT ROSE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/eliot-rose-wealth-management-llc-providence-ri-120465", "city": "Providence", "state": "RI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305991, "name": "Experience Your Wealth, LLC", "name_as_filed": "EXPERIENCE YOUR WEALTH, LLC", "url": "https://advisorcensus.com/firm/experience-your-wealth-llc-providence-ri-305991", "city": "Providence", "state": "RI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 160630, "name": "Fenway Partners, LLC", "name_as_filed": "FENWAY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/fenway-partners-llc-westerly-ri-160630", "city": "Westerly", "state": "RI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 133196, "name": "Fiam LLC", "name_as_filed": "FIAM LLC", "url": "https://advisorcensus.com/firm/fiam-llc-smithfield-ri-133196", "city": "Smithfield", "state": "RI", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 150515, "name": "Financial Independence, LLC", "name_as_filed": "FINANCIAL INDEPENDENCE, LLC", "url": "https://advisorcensus.com/firm/financial-independence-llc-warwick-ri-150515", "city": "Warwick", "state": "RI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105031, "name": "First Financial Advisory Services Inc", "name_as_filed": "FIRST FINANCIAL ADVISORY SERVICES INC", "url": "https://advisorcensus.com/firm/first-financial-advisory-services-inc-westerly-ri-105031", "city": "Westerly", "state": "RI", "years_registered": 42, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 143912, "name": "Forbes Financial Planning, Inc.", "name_as_filed": "FORBES FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/forbes-financial-planning-inc-east-greenwich-ri-143912", "city": "East Greenwich", "state": "RI", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327157, "name": "Global Strategic Risk Management, LLC", "name_as_filed": "GLOBAL STRATEGIC RISK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/global-strategic-risk-management-llc-providence-ri-327157", "city": "Providence", "state": "RI", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152660, "name": "Grand Street Investors", "name_as_filed": "GRAND STREET INVESTORS", "url": "https://advisorcensus.com/firm/grand-street-investors-north-providence-ri-152660", "city": "North Providence", "state": "RI", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290767, "name": "Green Street Wealth Advisory, LLC", "name_as_filed": "GREEN STREET WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/green-street-wealth-advisory-llc-north-kingston-ri-290767", "city": "North Kingston", "state": "RI", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330832, "name": "Guidici Wealth Management LLC", "name_as_filed": "GUIDICI WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/guidici-wealth-management-llc-warwick-ri-330832", "city": "Warwick", "state": "RI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108141, "name": "Hall Capital Management Company, Inc.", "name_as_filed": "HALL CAPITAL MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/hall-capital-management-company-inc-barrington-ri-108141", "city": "Barrington", "state": "RI", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327137, "name": "Have RIA, Inc.", "name_as_filed": "HAVE RIA, INC.", "url": "https://advisorcensus.com/firm/have-ria-inc-providence-ri-327137", "city": "Providence", "state": "RI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 326018, "name": "Income Associates", "name_as_filed": "INCOME ASSOCIATES", "url": "https://advisorcensus.com/firm/income-associates-barrington-ri-326018", "city": "Barrington", "state": "RI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 323211, "name": "Invest Track Financial, LLC", "name_as_filed": "INVEST TRACK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/invest-track-financial-llc-narragansett-ri-323211", "city": "Narragansett", "state": "RI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165515, "name": "J.P. Diversified Asset Management LLC", "name_as_filed": "J.P. DIVERSIFIED ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/j-p-diversified-asset-management-llc-165515", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321170, "name": "JBP Financial LLC", "name_as_filed": "JBP FINANCIAL LLC", "url": "https://advisorcensus.com/firm/jbp-financial-llc-321170", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164259, "name": "Lally Wealth Management, LLC", "name_as_filed": "LALLY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lally-wealth-management-llc-north-kingstown-ri-164259", "city": "North Kingstown", "state": "RI", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 147586, "name": "Leonard Martin & Associates, Inc.", "name_as_filed": "LEONARD MARTIN & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/leonard-martin-and-associates-inc-warwick-ri-147586", "city": "Warwick", "state": "RI", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 109922, "name": "Lincoln Capital Corporation", "name_as_filed": "LINCOLN CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/lincoln-capital-corporation-east-greenwich-ri-109922", "city": "East Greenwich", "state": "RI", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308028, "name": "Lodestar Wealth, LLC", "name_as_filed": "LODESTAR WEALTH, LLC", "url": "https://advisorcensus.com/firm/lodestar-wealth-llc-providence-ri-308028", "city": "Providence", "state": "RI", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134395, "name": "M. W. Aragao Investment Advisors, LLC", "name_as_filed": "M. W. 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