LPL Enterprise
42yrs
Top advisor by experience in Middletown
Financial advisors in Middletown, RI
Looking for a financial advisor in Middletown, RI? We list 30 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.
30Advisors with offices here
25Median years of experience
0%At fee-only firms
16Firms represented
Largest firms here: Strategic Advisers (5), LPL Financial (4), Benjamin F. Edwards & Company (4).
Nearby: Newport, Portsmouth, Little Compton, Saunderstown, Tiverton, North Kingstown, Bristol, Narragansett.
Benjamin F. Edwards & Company
42yrs
Top 3% by experience in Rhode Island
Searle & Co.
41yrs
Top 3% by experience nationwide
LPL Financial
40yrs
Top 4% by experience in Rhode Island
Stifel, Nicolaus & Company
40yrs
Top 4% by experience in Rhode Island
Savant Wealth Management
37yrs
Top 4% by experience at Savant Wealth Management
Stifel, Nicolaus & Company
37yrs
Top 6% by experience in Rhode Island
Morgan Stanley
35yrs
Top 7% by experience in Rhode Island
Pallas Capital Advisors
35yrs
Top advisor by experience at Pallas Capital Advisors
LPL Financial
33yrs
Top 11% by experience in Rhode Island
Whitener Capital Management
30yrs
Top 16% by experience in Rhode Island
LPL Financial
27yrs
Top 21% by experience in Rhode Island
Ameriprise Financial Services
27yrs
Top 22% by experience in Rhode Island
Ameriprise Financial Services
25yrs
Top 25% by experience in Rhode Island
Strategic Advisers
25yrs
Top 8% by experience at Strategic Advisers
MML Investors Services
17yrs
More experience than 60% of advisors in Rhode Island
Savant Wealth Management
16yrs
More experience than 61% of advisors at Savant Wealth Management
Edward Jones
15yrs
More experience than 65% of advisors at Edward Jones
J.P. Morgan Securities
14yrs
More experience than 64% of advisors at J.P. Morgan Securities
LPL Financial
12yrs
More experience than 52% of advisors in Rhode Island
Benjamin F. Edwards & Company
10yrs
10 years in the industry
Strategic Advisers
7yrs
7 years in the industry
Strategic Advisers
6yrs
6 years in the industry
Merrill
6yrs
6 years in the industry
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.