Top financial advisors in East Providence, RI
We’ve curated a list of the best financial advisors in East Providence, take a look at it below
Find an advisor in East Providence| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $171,604,130 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in East Providence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Providence. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Axis Wealth Partners, LLC
Axis Wealth Partners, LLC is a financial advisory firm based in East Providence, Rhode Island. It currently has approximately $171,604,130 of assets under management and employs about 10 people. Axis Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$171,604,130
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120324
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.