Top financial advisors in West Warwick, RI
We’ve curated a list of the best financial advisors in West Warwick, take a look at it below
Find an advisor in West Warwick| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $772,494,203 | 17 advisors | ||
| 2 | $113,724,459 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in West Warwick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Warwick. 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.
Capital Wealth Management, LLC
Capital Wealth Management, LLC is a financial advisory firm based in West Warwick, Rhode Island. It currently has approximately $772,494,203 of assets under management and employs about 17 people. Capital Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$772,494,203
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-76539
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC is a financial advisory firm based in West Warwick, Rhode Island. It currently has approximately $113,724,459 of assets under management and employs about 4 people. Eliot Rose Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$113,724,459
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-121354
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.