#1Wealthcare Investment Partners LLC
WEALTHCARE INVESTMENT PARTNERS LLC
Based in Portsmouth, RI
Retirement Plan Advisors in Newport County, RI
The top-ranked retirement plan advisors serving Newport County, RI are Wealthcare Investment Partners LLC, Mcguire Wealth Management and D & P Investment Advisors, Ltd.. We list 8 retirement plan advisors serving Newport County, RI. 8 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 Newport County, RI. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Newport County
#2Mcguire Wealth Management
MCGUIRE INVESTMENT GROUP, LLCServes this area from South Kingstown, RI (12 mi)#3D & P Investment Advisors, Ltd.
D & P INVESTMENT ADVISORS, LTD.Serves this area from South Kingstown, RI (12 mi)#4Forbes Financial Planning, Inc.
FORBES FINANCIAL PLANNING, INC.Serves this area from East Greenwich, RI (14 mi)#5Balanced Wealth Management, LLC.
BALANCED WEALTH MANAGEMENT, LLC.Serves this area from West Warwick, RI (17 mi)#6Financial Independence, LLC
FINANCIAL INDEPENDENCE, LLCServes this area from Warwick, RI (17 mi)#7Breachway Investments, LLC
BREACHWAY INVESTMENTS, LLCServes this area from Charlestown, RI (20 mi)#8Great Oak Capital Partners, LLC
GREAT OAK CAPITAL PARTNERS, LLCServes this area from Easton, MA (39 mi)
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Frequently asked questions
How many retirement plan advisors serve Newport County?
We list 8 retirement plan advisors serving Newport County, RI: 1 based there and 7 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Newport County?
The top-ranked retirement plan advisors serving Newport County, RI are Wealthcare Investment Partners LLC, Mcguire Wealth Management, D & P Investment Advisors, Ltd., Forbes Financial Planning, Inc. and Balanced Wealth Management, LLC.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Newport County are verified against official records?
8 of the top 8 match an active official record: Wealthcare Investment Partners LLC (U.S. Securities and Exchange Commission), Mcguire Wealth Management (U.S. Securities and Exchange Commission), D & P Investment Advisors, Ltd. (U.S. Securities and Exchange Commission), Forbes Financial Planning, Inc. (U.S. Securities and Exchange Commission) and Balanced Wealth Management, LLC. (U.S. Securities and Exchange Commission), and 3 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 .
Communities served
Newport, Portsmouth, Middletown, Tiverton, Newport East, Jamestown, Little Compton