#1Barrett & Company
BARRETT & COMPANY, INC.
Based in Providence, RI
Retirement Plan Advisors in Providence, RI
The top-ranked retirement plan advisors serving Providence, RI are Barrett & Company, Canton Hathaway LLC and Have Ria, Inc.. We list 49 retirement plan advisors serving Providence, 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, RI (Providence County). 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
#2Canton Hathaway LLC
CANTON HATHAWAY LLCBased in Providence, RI#3Have Ria, Inc.
HAVE RIA, INC.Based in Providence, RI#4Newman Dignan & Sheerar, Inc
NEWMAN DIGNAN & SHEERAR, INCBased in Providence, RI#5Sk Wealth Management, LLC
SK WEALTH MANAGEMENT, LLCBased in Providence, RI#6Strategicpoint Investment Advisors LLC
STRATEGIC POINT INVESTMENT ADVISORS LLCBased in Providence, RI#7Sheeley & Partners Wealth Management, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLCServes this area from Providence, RI (1 mi)#8Axis Wealth Partners, LLC
AXIS WEALTH PARTNERS, LLCServes this area from East Providence, RI (3 mi)#9Financial Independence, LLC
FINANCIAL INDEPENDENCE, LLCServes this area from Warwick, RI (7 mi)#10Fiam LLC
FIAM LLCServes this area from Smithfield, RI (8 mi)
20 more providers serving this area
- Ncu Investment Solutions, Smithfield, RI (8 mi)
- Cb Capital LLC, North Smithfield, RI (10 mi)
- Balanced Wealth Management, LLC., West Warwick, RI (11 mi)
- Forbes Financial Planning, Inc., East Greenwich, RI (12 mi)
- Byrne Financial Freedom, LLC, Franklin Town, MA (18 mi)
- Great Oak Capital Partners, LLC, Easton, MA (23 mi)
- The Patriot Financial Group, LLC, Walpole, MA (24 mi)
- Finarc Investments, Inc., Norwood, MA (26 mi)
- Proficient Wealth Counselors, LLC, Norwood, MA (28 mi)
- Meketa Investment Group Inc, Westwood, MA (30 mi)
- Dividex Management LLC, Westwood, MA (30 mi)
- Brookstone Wealth Management, Inc., Oxford, MA (31 mi)
- Stage Harbor Financial, Westwood, MA (31 mi)
- Beck Bode LLC, Dedham, MA (31 mi)
- Aaf Wealth Management, LLC, Westborough, MA (33 mi)
- Livelife Capital Partners LLC, Southborough, MA (33 mi)
- Pinnacle Pension Consultants LLC, Needham, MA (33 mi)
- Factor Investing Group, Westborough, MA (33 mi)
- Fox Hill Wealth Management, Dedham, MA (33 mi)
- Kastel Capital Advisors, LLC, Wellesley, MA (33 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Providence?
We list 49 retirement plan advisors serving Providence, RI: 6 based there and 43 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?
The top-ranked retirement plan advisors serving Providence, RI are Barrett & Company, Canton Hathaway LLC, Have Ria, Inc., Newman Dignan & Sheerar, Inc and Sk Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Providence are verified against official records?
10 of the top 10 match an active official record: Barrett & Company (U.S. Securities and Exchange Commission), Canton Hathaway LLC (U.S. Securities and Exchange Commission), Have Ria, Inc. (U.S. Securities and Exchange Commission), Newman Dignan & Sheerar, Inc (U.S. Securities and Exchange Commission) and Sk Wealth Management, 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 .