Investment advisers in Providence, RI
19 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Providence Equity Partners L.L.C. | $24.12 billion | 135 | 0 |
| Nautic Partners, LLC | $13.97 billion | 69 | 0 |
| Global Strategic Risk Management, LLC | $2.91 billion | 12 | 0 |
| Parsons Capital Management Inc | $2.38 billion | 22 | 0 |
| Unison | $2.02 billion | 1 | 0 |
| Upper90 | $1.11 billion | 18 | 0 |
| Strategicpoint Investment Advisors LLC | $914.8 million | 12 | 0 |
| Canton Hathaway LLC | $866.1 million | 5 | 2 |
| Newman Dignan & Sheerar, Inc | $731.3 million | 9 | 0 |
| Sk Wealth Management, LLC | $639.0 million | 6 | 0 |
| Barrett & Company | $529.7 million | 7 | 4 |
| Brown, Lisle/cummings, Inc | $487.3 million | 13 | 4 |
| Signet Investment Advisory Group, Inc. | $394.1 million | 9 | 0 |
| Weybosset Research & Management, LLC | $340.9 million | 3 | 0 |
| Eliot Rose Wealth Management, LLC | $186.3 million | 4 | 0 |
| Have Ria, Inc. | $160.8 million | 9 | 0 |
| Sheeley & Partners Wealth Management, LLC | $131.3 million | 3 | 0 |
| Ballast Equity Partners Management Company, LLC | $111.9 million | 5 | 0 |
| Plum Pointe Wealth Management | $104.7 million | 3 | 1 |