{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the fastest client growth over one year in Rhode Island","lead":"As of October 2, 2026, Blue Fin Capital, Inc. ranked #1 in Rhode Island in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 63.4%, from a base of 418.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the fastest client growth over one year","how_it_is_computed":"SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.","unit":"pct","scope":"Rhode Island","firms_listed":30,"rows":[{"rank":1,"crd":108451,"firm":"Blue Fin Capital, Inc.","city":"Warren","state":"RI","value":0.633971291866029,"base_value":418,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108451/"},{"rank":2,"crd":299102,"firm":"Breachway Investments, LLC","city":"Charlestown","state":"RI","value":0.264248704663212,"base_value":193,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299102/"},{"rank":3,"crd":107565,"firm":"Newman Dignan & Sheerar, Inc","city":"Providence","state":"RI","value":0.138004246284501,"base_value":471,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107565/"},{"rank":4,"crd":170361,"firm":"Mystic Asset Management","city":"Warwick","state":"RI","value":0.133858267716535,"base_value":127,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170361/"},{"rank":5,"crd":123910,"firm":"Signet Investment Advisory Group, Inc.","city":"Providence","state":"RI","value":0.125,"base_value":176,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123910/"},{"rank":6,"crd":167122,"firm":"Axis Wealth Partners, LLC","city":"East Providence","state":"RI","value":0.121848739495798,"base_value":714,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167122/"},{"rank":7,"crd":107646,"firm":"Sowa Financial Group","city":"Lincoln","state":"RI","value":0.0866290018832392,"base_value":531,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107646/"},{"rank":8,"crd":296475,"firm":"Wealthcare Investment Partners LLC","city":"Portsmouth","state":"RI","value":0.064330844342332,"base_value":1741,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296475/"},{"rank":9,"crd":150515,"firm":"Financial Independence, LLC","city":"Warwick","state":"RI","value":0.0629629629629629,"base_value":270,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150515/"},{"rank":10,"crd":296271,"firm":"McGuire Wealth Management","city":"Wakefield","state":"RI","value":0.0568561872909699,"base_value":299,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296271/"},{"rank":11,"crd":108141,"firm":"Hall Capital Management Company, Inc.","city":"Barrington","state":"RI","value":0.056420233463035,"base_value":514,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108141/"},{"rank":12,"crd":157959,"firm":"Capital Wealth Management, LLC","city":"West Warwick","state":"RI","value":0.0429936305732483,"base_value":628,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157959/"},{"rank":13,"crd":45452,"firm":"Wealth Management Resources, Inc.","city":"Smithfield","state":"RI","value":0.040133779264214,"base_value":598,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/45452/"},{"rank":14,"crd":119631,"firm":"D & P Investment Advisors, Ltd.","city":"Wakefield","state":"RI","value":0.0333333333333334,"base_value":240,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119631/"},{"rank":15,"crd":143912,"firm":"Forbes Financial Planning, Inc.","city":"East Greenwich","state":"RI","value":0.0286368843069873,"base_value":873,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143912/"},{"rank":16,"crd":118113,"firm":"Arlen Capital, LLC","city":"Warwick","state":"RI","value":0.0230414746543779,"base_value":217,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118113/"},{"rank":17,"crd":105866,"firm":"Young Richard C & Co Ltd","city":"Newport","state":"RI","value":0.0200752823086574,"base_value":797,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105866/"},{"rank":18,"crd":106295,"firm":"Parsons Capital Management Inc","city":"Providence","state":"RI","value":0.0169491525423728,"base_value":767,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106295/"},{"rank":19,"crd":109922,"firm":"Lincoln Capital Corporation","city":"East Greenwich","state":"RI","value":0.0150375939849625,"base_value":266,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109922/"},{"rank":20,"crd":124636,"firm":"Strategicpoint Investment Advisors LLC","city":"Providence","state":"RI","value":0.00421940928270037,"base_value":711,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124636/"},{"rank":21,"crd":108868,"firm":"Professional Planning Group","city":"Westerly","state":"RI","value":-0.00308641975308643,"base_value":1296,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108868/"},{"rank":22,"crd":108705,"firm":"The Retirement Planning Company of New England, Inc.","city":"Warwick","state":"RI","value":-0.0104895104895105,"base_value":572,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108705/"},{"rank":23,"crd":105031,"firm":"First Financial Advisory Services Inc","city":"Westerly","state":"RI","value":-0.0225140712945591,"base_value":533,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105031/"},{"rank":24,"crd":109114,"firm":"SK Wealth Management, LLC","city":"Providence","state":"RI","value":-0.0415430267062314,"base_value":337,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109114/"},{"rank":25,"crd":152001,"firm":"Alpha Dog Advisors, Ruff","city":"Cranston","state":"RI","value":-0.0491329479768786,"base_value":346,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152001/"},{"rank":26,"crd":104929,"firm":"Slocum, Gordon & Co. LLP","city":"Newport","state":"RI","value":-0.0507246376811594,"base_value":138,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104929/"},{"rank":27,"crd":120465,"firm":"Eliot Rose Wealth Management, LLC","city":"Providence","state":"RI","value":-0.073170731707317,"base_value":164,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/120465/"},{"rank":28,"crd":297527,"firm":"Canton Hathaway LLC","city":"Providence","state":"RI","value":-0.0857142857142857,"base_value":105,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297527/"},{"rank":29,"crd":108047,"firm":"Weybosset Research & Management, LLC","city":"Providence","state":"RI","value":-0.135135135135135,"base_value":259,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108047/"},{"rank":30,"crd":281437,"firm":"Bountiful Investment Management LLC","city":"Rumford","state":"RI","value":-0.232336956521739,"base_value":736,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281437/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the fastest client growth over one year, nationally","url":"https://advisoriq.com/ria/rankings/client-growth/"},{"title":"RIA market data for Rhode Island","url":"https://advisoriq.com/ria/states/rhode-island/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/client-growth/rhode-island/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/rhode-island/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}