AdvisorCensus / Financial advisors / Rhode Island / Providence, RI / New firms

New investment advisory firms in Providence, RI

9 investment advisory firms in Providence, RI first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Providence, RI · Atom feed · How this list is built

September 2026 (2)

Firm	Location	Registration
Blue Chip Financial Advisors, LLC	East Providence, RI	SEC-registered investment adviser
CB Capital LLC	North Smithfield, RI	SEC-registered investment adviser

August 2026 (3)

Firm	Location	Registration
Experience Your Wealth, LLC	Providence, RI	SEC-registered investment adviser
Hirst Financial Independence Planning, Inc.	Fall River, MA	SEC-registered investment adviser
NCU Investment Solutions	Smithfiled, RI	SEC-registered investment adviser

June 2026 (1)

Firm	Location	Registration
Veritas Wealth Management	North Kingstown, RI	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
Balanced Wealth Management, LLC.	West Warwick, RI	SEC-registered investment adviser

December 2025 (2)

Firm	Location	Registration
Clarity Retirement & Wealth, LLC	New Bedford, MA	SEC-registered investment adviser
Five Corners Financial Services	Easton, MA	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Providence, RI. https://advisorcensus.com/advisors/ri/providence/new-firms
https://advisorcensus.com/advisors/ri/providence/new-firms