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🤫 Directory · consent-first

Near 02840. Newport.

24 financial advisors & firms and 8 insurance agents verified near Newport, RI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 02840

Slocum, Gordon & CO. LLP0 mi

RIA firm · Newport, RI 02840 · Registered investment adviser · $219M AUM

CRD 104929 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Young Richard C & CO LTD0 mi

RIA firm · Newport, RI 02840 · Registered investment adviser · $1.8B AUM

CRD 105866 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Transwestern Capital Advisors, LLC0 mi

RIA firm · Newport, RI 02840 · Registered investment adviser · $74M AUM

CRD 141605 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Merlin Asset Management0 mi

RIA firm · Newport, RI 02840 · Registered investment adviser · $50M AUM

CRD 284790 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Michael Keating1 mi

Advisor · Morgan Stanley · Newport, RI · Wealth management, Newport

This is you? Claim itclaimable & removable by its owner
Patrick M. Sweeney1 mi

Advisor · Morgan Stanley · Newport, RI · Wealth management, Newport

This is you? Claim itclaimable & removable by its owner
Jeremy Martin1 mi

Advisor · Morgan Stanley · Newport, RI · Wealth management, Newport

This is you? Claim itclaimable & removable by its owner
John Jay Mouligné1 mi

Advisor · Morgan Stanley · Newport, RI · Wealth management, Newport

This is you? Claim itclaimable & removable by its owner
The Roberts Mouligné Group1 mi

Advisor · Morgan Stanley · Newport, RI · Wealth management, Newport

This is you? Claim itclaimable & removable by its owner
Wealthcare Investment Partners LLC8.2 mi

RIA firm · Portsmouth, RI 02871 · Registered investment adviser · $860M AUM

CRD 296475 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lally Wealth Management, LLC10.6 mi

RIA firm · North Kingstown, RI 02852 · Registered investment adviser

CRD 164259 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wickford Wealth Management, LLC10.6 mi

RIA firm · North Kingstown, RI 02852 · Registered investment adviser · $71M AUM

CRD 164675 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Green Street Wealth Advisory, LLC10.6 mi

RIA firm · North Kingston, RI 02852 · Registered investment adviser · $11M AUM

CRD 290767 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Truefocus Financial Partners10.6 mi

RIA firm · North Kingstown, RI 02852 · Registered investment adviser · $68M AUM

CRD 326003 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
D & P Investment Advisors, LTD.11.8 mi

RIA firm · Wakefield, RI 02879 · Registered investment adviser · $198M AUM

CRD 119631 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mcguire Wealth Management11.8 mi

RIA firm · Wakefield, RI 02879 · Registered investment adviser · $1.1B AUM

CRD 296271 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lincoln Capital Corporation14.3 mi

RIA firm · East Greenwich, RI 02818 · Registered investment adviser · $418M AUM

CRD 109922 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Forbes Financial Planning, INC.14.3 mi

RIA firm · East Greenwich, RI 02818 · Registered investment adviser · $241M AUM

CRD 143912 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Balanced Wealth Management, LLC.14.3 mi

RIA firm · East Greenwich, RI 02818 · Registered investment adviser · $102M AUM

CRD 174699 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ryan P Corry14.5 mi

Advisor · Edward Jones · East Greenwich, RI · Wealth management, East Greenwich

This is you? Claim itclaimable & removable by its owner
Anthony M Lizzi14.5 mi

Advisor · Edward Jones · East Greenwich, RI · Wealth management, East Greenwich

This is you? Claim itclaimable & removable by its owner
Peter E Gobis III14.5 mi

Advisor · Edward Jones · East Greenwich, RI · Wealth management, East Greenwich

This is you? Claim itclaimable & removable by its owner
Caster and Company, INC.15.8 mi

RIA firm · Warwick, RI 02889 · Registered investment adviser · $600k AUM

CRD 148931 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
South Coast Planning & Wealth Management16.3 mi

RIA firm · Fall River, MA 02721 · Registered investment adviser · $35M AUM

CRD 326997 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 02840

Kevin Martland5 mi

Insurance · Allstate · Middletown, RI · Home, auto, life in Middletown

This is you? Claim itclaimable & removable by its owner
Paul St Laurent9.4 mi

Insurance · Allstate · Portsmouth, RI · Home, auto, life in Portsmouth

This is you? Claim itclaimable & removable by its owner
Bryan McLane17.7 mi

Insurance · Allstate · Barrington, RI 02806 · Home, auto, life in Barrington

This is you? Claim itclaimable & removable by its owner
Guzman Insurance Group, LLC21.7 mi

Insurance · Allstate · Providence, RI 02905 · Home, auto, life in Providence

This is you? Claim itclaimable & removable by its owner
Bill Duarte23.4 mi

Insurance · Allstate · East Providence, RI · Home, auto, life in East Providence

This is you? Claim itclaimable & removable by its owner
Marnette Bromberg24.5 mi

Insurance · Allstate · Providence, RI · Home, auto, life in Providence

This is you? Claim itclaimable & removable by its owner
Edwin De Jesus24.5 mi

Insurance · Allstate · Providence, RI · Home, auto, life in Providence

This is you? Claim itclaimable & removable by its owner
Wilson Mendez24.5 mi

Insurance · Allstate · Providence, RI · Home, auto, life in Providence

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Newport, RI.

  • North Kingstown, RI11 mi
  • East Greenwich, RI14 mi
  • Warwick, RI17 mi
  • Barrington, RI18 mi
  • Warwick, RI19 mi
  • Providence, RI24 mi
  • Westerly, RI26 mi
  • Lincoln, RI31 mi
  • Smithfield, RI31 mi
  • North Attleboro, MA34 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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