# Fee-only financial advisors in Providence, RI

> AdvisorCensus lists 45 investment advisory firms with a principal office in the Providence metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ri/providence/fee-only

## At a glance

- Investment advisory firms: 45
- Registration: SEC-registered investment adviser: 21, State-registered investment adviser: 24
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 45 (100%); Percentage of assets 44 (98%); Hourly charges 23 (51%); Fixed fees 28 (62%)
- Regulatory assets under management (Item 5.F): Under $25 million 7 (16%); $25 million to $100 million 16 (36%); $100 million to $500 million 14 (31%); $500 million to $1 billion 3 (7%); $1 billion to $5 billion 4 (9%); Not reported 1 (2%)
- Years registered: Under 5 years 17 (38%); 5 to 9 years 7 (16%); 10 to 19 years 5 (11%); 20 years or more 16 (36%)

## Firms (page 1 of 1, 1 to 45 of 45, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Barry Investment Advisors, LLC](https://advisorcensus.com/firm/barry-investment-advisors-llc-new-bedford-ma-144955) ([md](https://advisorcensus.com/firm/barry-investment-advisors-llc-new-bedford-ma-144955.md)) | 144955 | New Bedford, MA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [Blue FIN Capital, Inc.](https://advisorcensus.com/firm/blue-fin-capital-inc-warren-ri-108451) ([md](https://advisorcensus.com/firm/blue-fin-capital-inc-warren-ri-108451.md)) | 108451 | Warren, RI | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets |
| [Breachway Investments, LLC](https://advisorcensus.com/firm/breachway-investments-llc-charlestown-ri-299102) ([md](https://advisorcensus.com/firm/breachway-investments-llc-charlestown-ri-299102.md)) | 299102 | Charlestown, RI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [CB Capital LLC](https://advisorcensus.com/firm/cb-capital-llc-north-smithfield-ri-300200) ([md](https://advisorcensus.com/firm/cb-capital-llc-north-smithfield-ri-300200.md)) | 300200 | North Smithfield, RI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Charles J. Means & Co., LLC](https://advisorcensus.com/firm/charles-j-means-and-co-llc-providence-ri-120178) ([md](https://advisorcensus.com/firm/charles-j-means-and-co-llc-providence-ri-120178.md)) | 120178 | Providence, RI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Clary Financial, Inc](https://advisorcensus.com/firm/clary-financial-inc-so-easton-ma-128218) ([md](https://advisorcensus.com/firm/clary-financial-inc-so-easton-ma-128218.md)) | 128218 | So. Easton, MA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Coastal Financial Planning, Inc.](https://advisorcensus.com/firm/coastal-financial-planning-inc-lincoln-ri-117649) ([md](https://advisorcensus.com/firm/coastal-financial-planning-inc-lincoln-ri-117649.md)) | 117649 | Lincoln, RI | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly |
| [Constant Guidance Financial, LLC](https://advisorcensus.com/firm/constant-guidance-financial-llc-north-attleboro-ma-172612) ([md](https://advisorcensus.com/firm/constant-guidance-financial-llc-north-attleboro-ma-172612.md)) | 172612 | North Attleboro, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Copper Beech Wealth Management](https://advisorcensus.com/firm/copper-beech-wealth-management-mansfield-ma-321059) ([md](https://advisorcensus.com/firm/copper-beech-wealth-management-mansfield-ma-321059.md)) | 321059 | Mansfield, MA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [D & P Investment Advisors, Ltd.](https://advisorcensus.com/firm/d-and-p-investment-advisors-ltd-wakefield-ri-119631) ([md](https://advisorcensus.com/firm/d-and-p-investment-advisors-ltd-wakefield-ri-119631.md)) | 119631 | Wakefield, RI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Dana R. Norman](https://advisorcensus.com/firm/dana-r-norman-swansea-ma-129377) ([md](https://advisorcensus.com/firm/dana-r-norman-swansea-ma-129377.md)) | 129377 | Swansea, MA | State-registered investment adviser | $100 million to $500 million | 29 | % of assets |
| [Datum Wealth Management](https://advisorcensus.com/firm/datum-wealth-management-warwick-ri-342854) ([md](https://advisorcensus.com/firm/datum-wealth-management-warwick-ri-342854.md)) | 342854 | Warwick, RI | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Delphinus Financial Advisors, LLC](https://advisorcensus.com/firm/delphinus-financial-advisors-llc-mansfield-ma-152952) ([md](https://advisorcensus.com/firm/delphinus-financial-advisors-llc-mansfield-ma-152952.md)) | 152952 | Mansfield, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | Fixed fee |
| [Eisenhilfer Capital LLC](https://advisorcensus.com/firm/eisenhilfer-capital-llc-lincoln-ri-321763) ([md](https://advisorcensus.com/firm/eisenhilfer-capital-llc-lincoln-ri-321763.md)) | 321763 | Lincoln, RI | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Eliot Rose Wealth Management, LLC](https://advisorcensus.com/firm/eliot-rose-wealth-management-llc-providence-ri-120465) ([md](https://advisorcensus.com/firm/eliot-rose-wealth-management-llc-providence-ri-120465.md)) | 120465 | Providence, RI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Equitytrust](https://advisorcensus.com/firm/equitytrust-raynham-ctr-ma-127412) ([md](https://advisorcensus.com/firm/equitytrust-raynham-ctr-ma-127412.md)) | 127412 | Raynham Ctr., MA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets |
| [Foster Strategic Wealth Partners, LLC](https://advisorcensus.com/firm/foster-strategic-wealth-partners-llc-rehoboth-ma-338680) ([md](https://advisorcensus.com/firm/foster-strategic-wealth-partners-llc-rehoboth-ma-338680.md)) | 338680 | Rehoboth, MA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Green Street Wealth Advisory, LLC](https://advisorcensus.com/firm/green-street-wealth-advisory-llc-north-kingston-ri-290767) ([md](https://advisorcensus.com/firm/green-street-wealth-advisory-llc-north-kingston-ri-290767.md)) | 290767 | North Kingston, RI | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Hall Capital Management Company, Inc.](https://advisorcensus.com/firm/hall-capital-management-company-inc-barrington-ri-108141) ([md](https://advisorcensus.com/firm/hall-capital-management-company-inc-barrington-ri-108141.md)) | 108141 | Barrington, RI | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Hirst Financial Independence Planning, Inc.](https://advisorcensus.com/firm/hirst-financial-independence-planning-inc-fall-river-ma-342919) ([md](https://advisorcensus.com/firm/hirst-financial-independence-planning-inc-fall-river-ma-342919.md)) | 342919 | Fall River, MA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Invest Track Financial, LLC](https://advisorcensus.com/firm/invest-track-financial-llc-narragansett-ri-323211) ([md](https://advisorcensus.com/firm/invest-track-financial-llc-narragansett-ri-323211.md)) | 323211 | Narragansett, RI | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Lechner Associates](https://advisorcensus.com/firm/lechner-associates-north-attleboro-ma-129181) ([md](https://advisorcensus.com/firm/lechner-associates-north-attleboro-ma-129181.md)) | 129181 | North Attleboro, MA | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly, Fixed fee |
| [Lincoln Capital Corporation](https://advisorcensus.com/firm/lincoln-capital-corporation-east-greenwich-ri-109922) ([md](https://advisorcensus.com/firm/lincoln-capital-corporation-east-greenwich-ri-109922.md)) | 109922 | East Greenwich, RI | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Fixed fee |
| [Lodestar Wealth, LLC](https://advisorcensus.com/firm/lodestar-wealth-llc-providence-ri-308028) ([md](https://advisorcensus.com/firm/lodestar-wealth-llc-providence-ri-308028.md)) | 308028 | Providence, RI | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [M. W. Aragao Investment Advisors, LLC](https://advisorcensus.com/firm/m-w-aragao-investment-advisors-llc-cumberland-ri-134395) ([md](https://advisorcensus.com/firm/m-w-aragao-investment-advisors-llc-cumberland-ri-134395.md)) | 134395 | Cumberland, RI | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |
| [Macdonald Wealth Management, LLC](https://advisorcensus.com/firm/macdonald-wealth-management-llc-mansfield-ma-300063) ([md](https://advisorcensus.com/firm/macdonald-wealth-management-llc-mansfield-ma-300063.md)) | 300063 | Mansfield, MA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [McGuire Wealth Management](https://advisorcensus.com/firm/mcguire-wealth-management-wakefield-ri-296271) ([md](https://advisorcensus.com/firm/mcguire-wealth-management-wakefield-ri-296271.md)) | 296271 | Wakefield, RI | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Merlin Asset Management](https://advisorcensus.com/firm/merlin-asset-management-newport-ri-284790) ([md](https://advisorcensus.com/firm/merlin-asset-management-newport-ri-284790.md)) | 284790 | Newport, RI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Parsons Capital Management Inc](https://advisorcensus.com/firm/parsons-capital-management-inc-providence-ri-106295) ([md](https://advisorcensus.com/firm/parsons-capital-management-inc-providence-ri-106295.md)) | 106295 | Providence, RI | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [Proactive Financial Solutions 360, LLC](https://advisorcensus.com/firm/proactive-financial-solutions-360-llc-north-attleboro-ma-304440) ([md](https://advisorcensus.com/firm/proactive-financial-solutions-360-llc-north-attleboro-ma-304440.md)) | 304440 | North Attleboro, MA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Quahog Investments LLC](https://advisorcensus.com/firm/quahog-investments-llc-warwick-ri-337558) ([md](https://advisorcensus.com/firm/quahog-investments-llc-warwick-ri-337558.md)) | 337558 | Warwick, RI | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Sheeley & Partners Wealth Management, LLC](https://advisorcensus.com/firm/sheeley-and-partners-wealth-management-llc-providence-ri-109013) ([md](https://advisorcensus.com/firm/sheeley-and-partners-wealth-management-llc-providence-ri-109013.md)) | 109013 | Providence, RI | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Signet Investment Advisory Group, Inc.](https://advisorcensus.com/firm/signet-investment-advisory-group-inc-providence-ri-123910) ([md](https://advisorcensus.com/firm/signet-investment-advisory-group-inc-providence-ri-123910.md)) | 123910 | Providence, RI | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [SK Wealth Management, LLC](https://advisorcensus.com/firm/sk-wealth-management-llc-providence-ri-109114) ([md](https://advisorcensus.com/firm/sk-wealth-management-llc-providence-ri-109114.md)) | 109114 | Providence, RI | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Slocum, Gordon & Co. LLP](https://advisorcensus.com/firm/slocum-gordon-and-co-llp-newport-ri-104929) ([md](https://advisorcensus.com/firm/slocum-gordon-and-co-llp-newport-ri-104929.md)) | 104929 | Newport, RI | SEC-registered investment adviser | $100 million to $500 million | 47 | % of assets, Hourly, Fixed fee |
| [South Coast Planning & Wealth Management](https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997) ([md](https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997.md)) | 326997 | Fall River, MA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Successful Money Strategies Inc](https://advisorcensus.com/firm/successful-money-strategies-inc-fall-river-ma-109829) ([md](https://advisorcensus.com/firm/successful-money-strategies-inc-fall-river-ma-109829.md)) | 109829 | Fall River, MA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Fixed fee |
| [Truefocus Financial Partners](https://advisorcensus.com/firm/truefocus-financial-partners-north-kingstown-ri-326003) ([md](https://advisorcensus.com/firm/truefocus-financial-partners-north-kingstown-ri-326003.md)) | 326003 | North Kingstown, RI | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Unison](https://advisorcensus.com/firm/unison-providence-ri-155470) ([md](https://advisorcensus.com/firm/unison-providence-ri-155470.md)) | 155470 | Providence, RI | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Van Liew Capital Inc](https://advisorcensus.com/firm/van-liew-capital-inc-providence-ri-105502) ([md](https://advisorcensus.com/firm/van-liew-capital-inc-providence-ri-105502.md)) | 105502 | Providence, RI | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Veritas Wealth Management](https://advisorcensus.com/firm/veritas-wealth-management-north-kingstown-ri-341084) ([md](https://advisorcensus.com/firm/veritas-wealth-management-north-kingstown-ri-341084.md)) | 341084 | North Kingstown, RI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Wickford Wealth Management, LLC](https://advisorcensus.com/firm/wickford-wealth-management-llc-north-kingstown-ri-164675) ([md](https://advisorcensus.com/firm/wickford-wealth-management-llc-north-kingstown-ri-164675.md)) | 164675 | North Kingstown, RI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Yankee Investor, LLC](https://advisorcensus.com/firm/yankee-investor-llc-new-bedford-ma-289421) ([md](https://advisorcensus.com/firm/yankee-investor-llc-new-bedford-ma-289421.md)) | 289421 | New Bedford, MA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Young Richard C & Co Ltd](https://advisorcensus.com/firm/young-richard-c-and-co-ltd-newport-ri-105866) ([md](https://advisorcensus.com/firm/young-richard-c-and-co-ltd-newport-ri-105866.md)) | 105866 | Newport, RI | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets |
| [Zarathustra Wealth Management](https://advisorcensus.com/firm/zarathustra-wealth-management-providence-ri-330510) ([md](https://advisorcensus.com/firm/zarathustra-wealth-management-providence-ri-330510.md)) | 330510 | Providence, RI | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |

## Questions people ask

**How many financial advisory firms are there in Providence, RI?**
AdvisorCensus lists 110 investment advisory firms with a principal office in the Providence metro area, from Form ADV filings as of October 2026: 60 SEC-registered, 46 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Providence, RI?**
45 of the 110 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.

**How many financial advisors in Providence, RI offer financial planning?**
78 of the 106 firms in Providence, RI 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.

**Are the financial advisors in Providence, RI fiduciaries?**
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 45 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Rhode Island](https://advisorcensus.com/advisors/ri) (https://advisorcensus.com/advisors/ri.md)
- [Financial advisors in Providence, RI](https://advisorcensus.com/advisors/ri/providence) (https://advisorcensus.com/advisors/ri/providence.md)
- [Fee-only financial advisors in Rhode Island](https://advisorcensus.com/advisors/ri/fee-only) (https://advisorcensus.com/advisors/ri/fee-only.md)
- [Flat-fee financial advisors in Providence, RI](https://advisorcensus.com/advisors/ri/providence/flat-fee) (https://advisorcensus.com/advisors/ri/providence/flat-fee.md)
- [Hourly financial advisors in Providence, RI](https://advisorcensus.com/advisors/ri/providence/hourly) (https://advisorcensus.com/advisors/ri/providence/hourly.md)
- [Financial advisors for pre-retirees in Providence, RI](https://advisorcensus.com/advisors/ri/providence/pre-retirees) (https://advisorcensus.com/advisors/ri/providence/pre-retirees.md)
- [Financial advisors for retirees in Providence, RI](https://advisorcensus.com/advisors/ri/providence/retirees) (https://advisorcensus.com/advisors/ri/providence/retirees.md)
- [Financial advisors in Warwick, RI](https://advisorcensus.com/advisors/ri/providence/warwick) (https://advisorcensus.com/advisors/ri/providence/warwick.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Providence, RI: 45 firms from Form ADV filings as of October 2026.