Cetera Investment Advisers
35yrs
Top advisor by experience in Coventry
Financial advisors in Coventry, RI
Looking for a financial advisor in Coventry, RI? We list 15 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
15Advisors with offices here
13Median years of experience
0%At fee-only firms
9Firms represented
Largest firms here: Strategic Advisers (6), LPL Financial (2), LPL Enterprise (1).
Nearby: West Warwick, Hope, East Greenwich, Cranston, Exeter, Warwick, North Kingstown, Foster.
Osaic Wealth
34yrs
Top 9% by experience in Rhode Island
Advice and Planning Services
26yrs
Top 19% by experience at Advice and Planning Services
LPL Financial
25yrs
More experience than 73% of advisors in Coventry
LPL Financial
24yrs
More experience than 72% of advisors in Rhode Island
Citizens Securities
21yrs
More experience than 73% of advisors at Citizens Securities
ESI Financial Advisors
17yrs
More experience than 60% of advisors in Rhode Island
Strategic Advisers
13yrs
More experience than 70% of advisors at Strategic Advisers
Strategic Advisers
8yrs
More experience than 51% of advisors at Strategic Advisers
Strategic Advisers
5yrs
5 years in the industry
Strategic Advisers
4yrs
4 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Thrivent Investment Management
1yr
1 years in the industry
LPL Enterprise
New
New to the profession
Strategic Advisers
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.