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CFP® professionals in Rhode Island

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

204 advisors

Benjamin F. Edwards &
47yrs
Anne McCarver
Financial advisor
Newport, RI
Top advisor by experience in Rhode Island
CFP®Fiduciary
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FOX Hill Wealth Management
44yrs
CAROLANN Doherty BROWN
Financial advisor
38 Bellevue Ave
Newport, RI 02840
Top advisor by experience at FOX Hill Wealth Management
CFP®Fiduciary
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Merrill Lynch, Pierce, Fenner & Smith
43yrs
Douglas Clifford Bennet
Financial advisor
1 Financial Plaza
Providence, RI 02903
Top 1% by experience at Merrill Lynch, Pierce, Fenner & Smith
CFP®Fiduciary
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Ameriprise Financial Services
43yrs
John Francis Poulton
Financial advisor
1 Citizens Plaza Suite 610
Providence, RI 02903
Top 2% by experience in Rhode Island
CFP®Fiduciary
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UBS Financial Services
42yrs
Gary Lee Zahakos
Financial advisor
500 Exchange Street Suite 1210
Providence, RI 02903
Top 2% by experience nationwide
CFP®
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Benjamin F. Edwards &
42yrs
James A Tollefson
Financial advisor
272 Valley Rd Suite 1
Middletown, RI 02842
Top 3% by experience in Rhode Island
CFP®Fiduciary
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Newman Dignan & Sheerar
41yrs
Richard Edward Cavanagh
Financial advisor
260 West Exchange Street Suite 302
Providence, RI 02903
Top advisor by experience at Newman Dignan & Sheerar
CFACFP®ChFC
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Financial Independence
41yrs
Mark Allen Lavallee
Financial advisor
931 Jefferson Blvd. Suite 2005
Warwick, RI 02886
Top 3% by experience in Warwick
CFP®Fiduciary
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Wells Fargo Advisors
40yrs
William James Wall Jr
Financial advisor
1481 Wampanoag Trail
East Providence, RI 02915
Top 4% by experience in Rhode Island
CFP®Fiduciary
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MML Investors Services
39yrs
Thomas Joseph Bottone Jr
Financial advisor
301 Metro Center Blvd Suite 205
Warwick, RI 02886
Top 5% by experience in Warwick
CFP®ChFCFiduciary
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Janney Montgomery Scott
39yrs
Richard Anthony Ranone
Financial advisor
475 Kilvert Street Suite 330
Warwick, RI 02886
Top 5% by experience in Warwick
CFP®Fiduciary
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Sowa Financial Group
39yrs
Donald Joseph Sowa
Financial advisor
24 Albion Road Suite 340
Lincoln, RI 02865
Top 5% by experience in Rhode Island
CFP®Fiduciary
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Brown Advisory Group
38yrs
Jeffrey James Brown
Financial advisor
1445 Wampanoag Trail Suite 102
East Providence, RI 02915
Top 5% by experience in Rhode Island
CFP®ChFCFiduciary
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Savant Wealth Management
37yrs
Daniel Gerard Corrigan
Financial advisor
747 Aquidneck Avenue Suite 1
Middletown, RI 02842
Top 4% by experience at Savant Wealth Management
CFP®CPA/PFS
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Edward Jones
37yrs
Ronda L Warrener
Financial advisor
650 TEN ROD Rd Suite G02h
North Kingstown, RI 02852
Top 2% by experience at Edward Jones
CFP®Fiduciary
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Ameriprise Financial Services
35yrs
Paul Thomas Capuzziello
Financial advisor
51 Jefferson Blvd Suite 2
Warwick, RI 02888
Top 7% by experience in Rhode Island
CFP®Fiduciary
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Newman Dignan & Sheerar
35yrs
William Newman
Financial advisor
260 West Exchange Street Suite 302
Providence, RI 02903
Top 8% by experience in Rhode Island
CFP®Fiduciary
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Morgan Stanley
34yrs
Patrick Thomas LeBeau
Financial advisor
One Financial Plaza 19th Floor
Providence, RI 02903
Top 9% by experience in Rhode Island
CFP®Fiduciary
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Strategic Advisers
34yrs
Tracey Ann Peterson
Financial advisor
900 Salem Street
Smithfield, RI 02917
Top 1% by experience at Strategic Advisers
CFP®Fiduciary
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Newedge Advisors
33yrs
Jason Leonard Bertsch
Financial advisor
117 Bellevue Avenue Unit 200a
Newport, RI 02840
Top 10% by experience in Rhode Island
CFP®Fiduciary
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Brown, Lisle/cummings
33yrs
Joseph Hugh McGinn Jr
Financial advisor
56 Exchange Terrace Suite 300
Providence, RI 02903
Top 10% by experience in Rhode Island
CFP®Fiduciary
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Commonwealth Financial Network
33yrs
Joseph Araujo Medeiros
Financial advisor
2348 Post Road Suite 6
Warwick, RI 02886
Top 10% by experience in Rhode Island
CFP®ChFCFiduciary
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