🤫 Directory · consent-first

Near 02891. Westerly.

23 financial advisors & firms and 1 insurance agent verified near Westerly, RI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 02891

First Financial Advisory Services INC0 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $278M AUM

CRD 105031 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Professional Planning Group0 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $1.3B AUM

CRD 108868 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fenway Partners, LLC0 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $307M AUM

CRD 160630 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Napatree Capital LLC0 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $260M AUM

CRD 292776 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Leah A Gardiner2.4 mi

Advisor · Edward Jones · Westerly, RI · Wealth management, Westerly

This is you? Claim itclaimable & removable by its owner

Tom Gardiner2.4 mi

Advisor · Edward Jones · Westerly, RI · Wealth management, Westerly

This is you? Claim itclaimable & removable by its owner

Breachway Investments, LLC6.7 mi

RIA firm · Charlestown, RI 02813 · Registered investment adviser · $165M AUM

CRD 299102 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dewitt Capital Management LLC9.5 mi

RIA firm · Mystic, CT 06355 · Registered investment adviser · $21M AUM

CRD 105945 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sound Portfolio Advisors, LLC9.5 mi

RIA firm · Mystic, CT 06355 · Registered investment adviser · $151M AUM

CRD 125511 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lansdowne Wealth Management, LLC9.5 mi

RIA firm · Mystic, CT 06355 · Registered investment adviser · $228M AUM

CRD 155422 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sightline Wealth Advisors, LLC13 mi

RIA firm · Groton, CT 06340 · Registered investment adviser · $354M AUM

CRD 176520 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

D & P Investment Advisors, LTD.13.9 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 Management13.9 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

Jabez Financial, LLC18.8 mi

RIA firm · Uncasville, CT 06382 · Registered investment adviser · $14M AUM

CRD 292819 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Compass Rose Strategic Partners LLC19 mi

RIA firm · Waterford, CT 06385 · Registered investment adviser · $103M AUM

CRD 165043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

IN the Money Retirement Planning Limited Liability Company19 mi

RIA firm · Waterford, CT 06385 · Registered investment adviser · $1M AUM

CRD 332715 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Thames Financial Management20.3 mi

RIA firm · Norwich, CT 06360 · Registered investment adviser · $315M AUM

CRD 126295 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tumolo Wealth Management LLC22.9 mi

RIA firm · East Lyme, CT 06333 · Registered investment adviser · $134M AUM

CRD 330567 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fcig Wealth Management, LLC23.1 mi

RIA firm · Plainfield, CT 06374 · Registered investment adviser · $282M AUM

CRD 329906 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lally Wealth Management, LLC23.4 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, LLC23.4 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, LLC23.4 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 Partners23.4 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

Insurance

Insurance agents near 02891

Neri Agency, Inc.0 mi

Insurance · Allstate · Westerly, RI 02891 · Home, auto, life in Westerly

This is you? Claim itclaimable & removable by its owner

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Nearby areas

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

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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🤫 Directory · consent-first

Near 02891. Westerly.

23 financial advisors & firms and 1 insurance agent verified near Westerly, RI — every one cited to the regulator, claimable and removable by the person named.

Find your person