Top financial advisors in Westerly, RI
We’ve curated a list of the best financial advisors in Westerly, take a look at it below
Find an advisor in Westerly| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $157,682,002 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Westerly, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westerly. 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.
Lighthouse Financial Management, LLC
Lighthouse Financial Management, LLC is a financial advisory firm based in Westerly, Rhode Island. It currently has approximately $157,682,002 of assets under management and employs about 3 people. Lighthouse Financial Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$157,682,002
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-110214
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.