#1Breachway Investments, LLC
BREACHWAY INVESTMENTS, LLC
Based in Charlestown, RI
Retirement Plan Advisors in Washington County, RI
The top-ranked retirement plan advisors serving Washington County, RI are Breachway Investments, LLC, D & P Investment Advisors, Ltd. and Mcguire Wealth Management. We list 23 retirement plan advisors serving Washington County, RI. 23 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 Washington County, RI. 23 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 Washington County
#2D & P Investment Advisors, Ltd.
D & P INVESTMENT ADVISORS, LTD.Based in South Kingstown, RI#3Mcguire Wealth Management
MCGUIRE INVESTMENT GROUP, LLCBased in South Kingstown, RI#4Forbes Financial Planning, Inc.
FORBES FINANCIAL PLANNING, INC.Serves this area from East Greenwich, RI (20 mi)#5Balanced Wealth Management, LLC.
BALANCED WEALTH MANAGEMENT, LLC.Serves this area from West Warwick, RI (20 mi)#6Financial Independence, LLC
FINANCIAL INDEPENDENCE, LLCServes this area from Warwick, RI (24 mi)#7Wealthcare Investment Partners LLC
WEALTHCARE INVESTMENT PARTNERS LLCServes this area from Portsmouth, RI (25 mi)#8Big Rock Advisors LLC
BIG ROCK ADVISORS LLCServes this area from Sag Harbor, NY (45 mi)#9East End Financial Group, Inc.
EAST END FINANCIAL GROUP, INC.Serves this area from Riverhead, NY (64 mi)#10St. James Investment Advisors, LLC
ST. JAMES INVESTMENT ADVISORS, LLCServes this area from Port Jefferson, NY (82 mi)
13 more providers serving this area
- Snyder Wealth Group, Holtsville, NY (83 mi)
- Pension Fund Evaluations, Inc., Centereach, NY (86 mi)
- Derryrush Wealth, West Sayville, NY (90 mi)
- Arcadia Wealth Management, Smithtown, NY (91 mi)
- Cfm Advisors Inc, Hauppauge, NY (91 mi)
- Conrad Capital Management, Inc., Hauppauge, NY (91 mi)
- Rockline Wealth Management LLC, Islip Terrace, NY (94 mi)
- United Financial Planning Group LLC, Hauppauge, NY (94 mi)
- Lebenthal Diversified Asset Management Inc., Hauppauge, NY (94 mi)
- Lebenthal Global Advisors, LLC, Hauppauge, NY (94 mi)
- Network Investment Advisors Incorporated, Commack, NY (95 mi)
- Dahab Associates Inc, West Bay Shore, NY (98 mi)
- Safe Harbor Asset Management, Inc., Huntington, NY (100 mi)
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Frequently asked questions
How many retirement plan advisors serve Washington County?
We list 23 retirement plan advisors serving Washington County, RI: 3 based there and 20 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 Washington County?
The top-ranked retirement plan advisors serving Washington County, RI are Breachway Investments, LLC, D & P Investment Advisors, Ltd., Mcguire Wealth Management, 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 Washington County are verified against official records?
10 of the top 10 match an active official record: Breachway Investments, LLC (U.S. Securities and Exchange Commission), D & P Investment Advisors, Ltd. (U.S. Securities and Exchange Commission), Mcguire Wealth Management (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 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 Washington County
Communities served
Westerly, Narragansett, Wakefield-Peace Dale, Hopkinton, Richmond, Charlestown, Kingston, Exeter, Narragansett Pier, Hope Valley, Ashaway, Bradford, New Shoreham, Carolina, Weekapaug, Misquamicut, Quonochontaug, Wyoming, Watch Hill