Janney Montgomery Scott
45yrs
Top advisor by experience in South Kingstown
Financial advisors in South Kingstown, RI
Looking for a financial advisor in South Kingstown, RI? We list 17 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.
17Advisors with offices here
11Median years of experience
88%Fiduciary advisors?
8Firms represented
Largest firms here: Edward Jones (4), Robertson Stephens (3), Ameriprise Financial Services, LLC (2).
Robertson Stephens
44yrs
Top 1% by experience nationwide
LPL Financial
35yrs
Top 8% by experience in Rhode Island
Janney Montgomery Scott
26yrs
Top 23% by experience in Rhode Island
Edward Jones
24yrs
Top 14% by experience at Edward Jones
Edward Jones
21yrs
Top 19% by experience at Edward Jones
Ameriprise Financial Services
20yrs
More experience than 65% of advisors in Rhode Island
Robertson Stephens
16yrs
More experience than 59% of advisors in Rhode Island
Morgan Stanley
11yrs
More experience than 50% of advisors in South Kingstown
Ameriprise Financial Services
9yrs
9 years in the industry
Cetera Investment Advisers
9yrs
9 years in the industry
Robertson Stephens
8yrs
Megan Theresa Grandmaison
Financial advisor
50 South County Commons Way, Unit E6
South Kingstown, RI 02879
South Kingstown, RI 02879
8 years in the industry
Strategic Advisers
3yrs
3 years in the industry
Edward Jones
2yrs
2 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Cetera Investment Advisers
2yrs
2 years in the industry
Edward Jones
2yrs
2 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.