McGuire Wealth Management
35yrs
Top advisor by experience in Wakefield
Financial advisors in Wakefield, RI
Looking for a financial advisor in Wakefield, RI? We list 28 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.
28Advisors with offices here
18Median years of experience
89%Fiduciary advisors?
13Firms represented
Largest firms here: LPL Financial LLC (6), Ameriprise Financial Services, LLC (4), McGuire Wealth Management (3).
Nearby: Charlestown, Narragansett, Wyoming, Bradford, Saunderstown, Exeter, Westerly, North Kingstown.
LPL Financial
33yrs
Top 7% by experience in Wakefield
LPL Financial
32yrs
Top 11% by experience in Wakefield
LPL Financial
29yrs
Top 14% by experience in Wakefield
Ameriprise Financial Services
28yrs
Top 18% by experience in Wakefield
D & P Investment Advisors
27yrs
Top 21% by experience in Wakefield
McGuire Wealth Management
26yrs
Top 24% by experience in Rhode Island
Raymond James Financial Services Advisors
25yrs
More experience than 74% of advisors in Rhode Island
LPL Financial
25yrs
More experience than 74% of advisors in Rhode Island
Cetera Investment Advisers
25yrs
More experience than 73% of advisors in Rhode Island
Eagle Strategies
23yrs
More experience than 72% of advisors at Eagle Strategies
Cetera Investment Advisers
22yrs
More experience than 69% of advisors in Rhode Island
Wildflower Wealth Advisors
20yrs
More experience than 65% of advisors in Rhode Island
Ameriprise Financial Services
18yrs
More experience than 62% of advisors in Rhode Island
McGuire Wealth Management
18yrs
More experience than 61% of advisors in Rhode Island
LPL Financial
15yrs
More experience than 57% of advisors in Rhode Island
Edward Jones
14yrs
More experience than 62% of advisors at Edward Jones
Raymond James Financial Services Advisors
14yrs
More experience than 55% of advisors in Rhode Island
Ameriprise Financial Services
13yrs
More experience than 54% of advisors in Rhode Island
Edward Jones
10yrs
10 years in the industry
Ameriprise Financial Services
9yrs
9 years in the industry
LPL Financial
8yrs
8 years in the industry
Strategic Advisers
5yrs
5 years in the industry
Invest Track Financial
4yrs
4 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.