#1Balanced Wealth Management, LLC.
BALANCED WEALTH MANAGEMENT, LLC.
Based in West Warwick, RI
Retirement Plan Advisors in Kent County, RI
The top-ranked retirement plan advisors serving Kent County, RI are Balanced Wealth Management, LLC., Financial Independence, LLC and Forbes Financial Planning, Inc.. We list 18 retirement plan advisors serving Kent County, RI. 18 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Kent County, RI. 18 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Kent County
#2Financial Independence, LLC
FINANCIAL INDEPENDENCE, LLCBased in Warwick, RI#3Forbes Financial Planning, Inc.
FORBES FINANCIAL PLANNING, INC.Based in East Greenwich, RI#4Newman Dignan & Sheerar, Inc
NEWMAN DIGNAN & SHEERAR, INCServes this area from Providence, RI (13 mi)#5Strategicpoint Investment Advisors LLC
STRATEGIC POINT INVESTMENT ADVISORS LLCServes this area from Providence, RI (13 mi)#6Have Ria, Inc.
HAVE RIA, INC.Serves this area from Providence, RI (13 mi)#7Sheeley & Partners Wealth Management, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLCServes this area from Providence, RI (13 mi)#8Canton Hathaway LLC
CANTON HATHAWAY LLCServes this area from Providence, RI (13 mi)#9Barrett & Company
BARRETT & COMPANY, INC.Serves this area from Providence, RI (14 mi)#10Sk Wealth Management, LLC
SK WEALTH MANAGEMENT, LLCServes this area from Providence, RI (14 mi)
8 more providers serving this area
- Axis Wealth Partners, LLC, East Providence, RI (16 mi)
- Fiam LLC, Smithfield, RI (16 mi)
- Mcguire Wealth Management, South Kingstown, RI (17 mi)
- D & P Investment Advisors, Ltd., South Kingstown, RI (17 mi)
- Ncu Investment Solutions, Smithfield, RI (17 mi)
- Wealthcare Investment Partners LLC, Portsmouth, RI (18 mi)
- Cb Capital LLC, North Smithfield, RI (20 mi)
- Breachway Investments, LLC, Charlestown, RI (20 mi)
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Frequently asked questions
How many retirement plan advisors serve Kent County?
We list 18 retirement plan advisors serving Kent County, RI: 3 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Kent County?
The top-ranked retirement plan advisors serving Kent County, RI are Balanced Wealth Management, LLC., Financial Independence, LLC, Forbes Financial Planning, Inc., Newman Dignan & Sheerar, Inc and Strategicpoint Investment Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Kent County are verified against official records?
10 of the top 10 match an active official record: Balanced Wealth Management, LLC. (U.S. Securities and Exchange Commission), Financial Independence, LLC (U.S. Securities and Exchange Commission), Forbes Financial Planning, Inc. (U.S. Securities and Exchange Commission), Newman Dignan & Sheerar, Inc (U.S. Securities and Exchange Commission) and Strategicpoint Investment Advisors LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Kent County
Communities served
East Greenwich, West Greenwich, Greene