AdvisorCensus / Financial advisors / Rhode Island / Providence, RI / Fidelity Investments
Financial advisors in Providence, RI using Fidelity Investments
19 SEC-registered investment advisory firms headquartered in the Providence, RI metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Arlen Capital, LLC | Warwick | SEC-registered investment adviser | $100 million to $500 million |
| Axis Wealth Partners, LLC | East Providence | SEC-registered investment adviser | $100 million to $500 million |
| Balanced Wealth Management, LLC. | West Warwick | SEC-registered investment adviser | $100 million to $500 million |
| Barrett & Company | Providence | SEC-registered investment adviser | $500 million to $1 billion |
| Barry Investment Advisors, LLC | New Bedford | SEC-registered investment adviser | $500 million to $1 billion |
| Blue Chip Financial Advisors, LLC | East Providence | SEC-registered investment adviser | $100 million to $500 million |
| Blue FIN Capital, Inc. | Warren | SEC-registered investment adviser | $500 million to $1 billion |
| Brown, LISLE/CUMMINGS, Inc | Providence | SEC-registered investment adviser | $100 million to $500 million |
| Canton Hathaway LLC | Providence | SEC-registered investment adviser | $500 million to $1 billion |
| D & P Investment Advisors, Ltd. | Wakefield | SEC-registered investment adviser | $100 million to $500 million |
| Fiam LLC | Smithfield | SEC-registered investment adviser | Over $5 billion |
| Financial Independence, LLC | Warwick | SEC-registered investment adviser | $100 million to $500 million |
| Forbes Financial Planning, Inc. | East Greenwich | SEC-registered investment adviser | $100 million to $500 million |
| NCU Investment Solutions | Smithfiled | SEC-registered investment adviser | $100 million to $500 million |
| Parsons Capital Management Inc | Providence | SEC-registered investment adviser | $1 billion to $5 billion |
| Slocum, Gordon & Co. LLP | Newport | SEC-registered investment adviser | $100 million to $500 million |
| Sowa Financial Group | Lincoln | SEC-registered investment adviser | $500 million to $1 billion |
| Strategicpoint Investment Advisors LLC | Providence | SEC-registered investment adviser | $500 million to $1 billion |
| Young Richard C & Co Ltd | Newport | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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