#1 Cb Capital LLC
CB CAPITAL LLC
Serves this area from North Smithfield, RI (3 mi)
Call (401) 768-3361 · WebsiteRetirement Plan Advisors in Woonsocket, RI
The top-ranked retirement plan advisors serving Woonsocket, RI are Cb Capital LLC, Ncu Investment Solutions and Fiam LLC. We list 49 retirement plan advisors serving Woonsocket, 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 Woonsocket, 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 Woonsocket
#2 Ncu Investment Solutions
RANDALL FINANCIAL GROUP, LLCServes this area from Smithfield, RI (6 mi)Call (401) 228-0100#3 Fiam LLC
FIAM LLCServes this area from Smithfield, RI (7 mi)Call (617) 563-7000 · Website#4 Byrne Financial Freedom, LLC
BYRNE FINANCIAL FREEDOM, LLCServes this area from Franklin Town, MA (8 mi)Call (508) 528-9366 · Website#5 Sk Wealth Management, LLC
SK WEALTH MANAGEMENT, LLCServes this area from Providence, RI (13 mi)Call (401) 331-1575 · Website#6 Newman Dignan & Sheerar, Inc
NEWMAN DIGNAN & SHEERAR, INCServes this area from Providence, RI (13 mi)Call (401) 351-4010 · Website#7 Strategicpoint Investment Advisors LLC
STRATEGIC POINT INVESTMENT ADVISORS LLCServes this area from Providence, RI (13 mi)Call (401) 273-1500 · Website#8 Canton Hathaway LLC
CANTON HATHAWAY LLCServes this area from Providence, RI (13 mi)Call (401) 433-7800 · Website#9 Barrett & Company
BARRETT & COMPANY, INC.Serves this area from Providence, RI (13 mi)Call (401) 351-1000 · Website#10 Have Ria, Inc.
HAVE RIA, INC.Serves this area from Providence, RI (13 mi)Call (401) 865-6900 · Website
20 more providers serving this area
- Sheeley & Partners Wealth Management, LLC, Providence, RI (13 mi)
- Axis Wealth Partners, LLC, East Providence, RI (14 mi)
- The Patriot Financial Group, LLC, Walpole, MA (16 mi)
- Finarc Investments, Inc., Norwood, MA (19 mi)
- Financial Independence, LLC, Warwick, RI (20 mi)
- Aaf Wealth Management, LLC, Westborough, MA (20 mi)
- Factor Investing Group, Westborough, MA (20 mi)
- Livelife Capital Partners LLC, Southborough, MA (20 mi)
- Brookstone Wealth Management, Inc., Oxford, MA (20 mi)
- Proficient Wealth Counselors, LLC, Norwood, MA (21 mi)
- Great Oak Capital Partners, LLC, Easton, MA (22 mi)
- Boyd Financial Strategies, Inc., Auburn, MA (22 mi)
- Balanced Wealth Management, LLC., West Warwick, RI (22 mi)
- Stage Harbor Financial, Westwood, MA (22 mi)
- Beck Bode LLC, Dedham, MA (23 mi)
- Kastel Capital Advisors, LLC, Wellesley, MA (23 mi)
- Meketa Investment Group Inc, Westwood, MA (23 mi)
- Dividex Management LLC, Westwood, MA (23 mi)
- Pinnacle Pension Consultants LLC, Needham, MA (24 mi)
- Forbes Financial Planning, Inc., East Greenwich, RI (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Woonsocket?
We list 49 retirement plan advisors serving Woonsocket, RI: 0 based there and 49 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 Woonsocket?
The top-ranked retirement plan advisors serving Woonsocket, RI are Cb Capital LLC, Ncu Investment Solutions, Fiam LLC, Byrne Financial Freedom, LLC 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 Woonsocket are verified against official records?
10 of the top 10 match an active official record: Cb Capital LLC (U.S. Securities and Exchange Commission), Ncu Investment Solutions (U.S. Securities and Exchange Commission), Fiam LLC (U.S. Securities and Exchange Commission), Byrne Financial Freedom, LLC (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 .