#1Axis Wealth Partners, LLC
AXIS WEALTH PARTNERS, LLC
Based in East Providence, RI
Retirement Plan Advisors in Providence County, RI
The top-ranked retirement plan advisors serving Providence County, RI are Axis Wealth Partners, LLC, Barrett & Company and Canton Hathaway LLC. We list 49 retirement plan advisors serving Providence County, RI. 30 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 Providence County, RI. 49 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 Providence County
#2Barrett & Company
BARRETT & COMPANY, INC.Based in Providence, RI#3Canton Hathaway LLC
CANTON HATHAWAY LLCBased in Providence, RI#4Cb Capital LLC
CB CAPITAL LLCBased in North Smithfield, RI#5Fiam LLC
FIAM LLCBased in Smithfield, RI#6Have Ria, Inc.
HAVE RIA, INC.Based in Providence, RI#7Ncu Investment Solutions
RANDALL FINANCIAL GROUP, LLCBased in Smithfield, RI#8Newman Dignan & Sheerar, Inc
NEWMAN DIGNAN & SHEERAR, INCBased in Providence, RI#9Sheeley & Partners Wealth Management, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLCBased in Providence, RI#10Sk Wealth Management, LLC
SK WEALTH MANAGEMENT, LLCBased in Providence, RI
20 more providers serving this area
- Strategicpoint Investment Advisors LLC, Providence, RI
- Financial Independence, LLC, Warwick, RI (12 mi)
- Balanced Wealth Management, LLC., West Warwick, RI (13 mi)
- Forbes Financial Planning, Inc., East Greenwich, RI (16 mi)
- Byrne Financial Freedom, LLC, Franklin Town, MA (17 mi)
- Brookstone Wealth Management, Inc., Oxford, MA (23 mi)
- The Patriot Financial Group, LLC, Walpole, MA (25 mi)
- Boyd Financial Strategies, Inc., Auburn, MA (27 mi)
- Finarc Investments, Inc., Norwood, MA (28 mi)
- Great Oak Capital Partners, LLC, Easton, MA (28 mi)
- Aaf Wealth Management, LLC, Westborough, MA (29 mi)
- Factor Investing Group, Westborough, MA (29 mi)
- Livelife Capital Partners LLC, Southborough, MA (29 mi)
- Proficient Wealth Counselors, LLC, Norwood, MA (30 mi)
- Stage Harbor Financial, Westwood, MA (32 mi)
- Meketa Investment Group Inc, Westwood, MA (32 mi)
- Dividex Management LLC, Westwood, MA (32 mi)
- Beck Bode LLC, Dedham, MA (32 mi)
- Kastel Capital Advisors, LLC, Wellesley, MA (33 mi)
- Pinnacle Pension Consultants LLC, Needham, MA (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Providence County?
We list 49 retirement plan advisors serving Providence County, RI: 11 based there and 38 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 Providence County?
The top-ranked retirement plan advisors serving Providence County, RI are Axis Wealth Partners, LLC, Barrett & Company, Canton Hathaway LLC, Cb Capital LLC and Fiam LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Providence County are verified against official records?
10 of the top 10 match an active official record: Axis Wealth Partners, LLC (U.S. Securities and Exchange Commission), Barrett & Company (U.S. Securities and Exchange Commission), Canton Hathaway LLC (U.S. Securities and Exchange Commission), Cb Capital LLC (U.S. Securities and Exchange Commission) and Fiam 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 Providence County
Communities served
Lincoln, Central Falls, Smithfield, Burrillville, North Smithfield, Valley Falls, Scituate, Glocester, Greenville, Cumberland Hill, Pascoag, Foster, Harrisville, Chepachet, Harmony, Foster Center, Clayville