# Independent RIAs with the most accounts in Rhode Island

As of October 2, 2026, Wealthcare Investment Partners LLC ranked #1 in Rhode Island in AdvisorIQ's ranking of independent RIAs with the most accounts, with 3,208.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-accounts/rhode-island/

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: Rhode Island
- firms_listed: 67
- rows: rank: 1, crd: 296475, firm: Wealthcare Investment Partners LLC, city: Portsmouth, state: RI, value: 3208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296475/; rank: 2, crd: 108868, firm: Professional Planning Group, city: Westerly, state: RI, value: 2395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108868/; rank: 3, crd: 105866, firm: Young Richard C & Co Ltd, city: Newport, state: RI, value: 2042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105866/; rank: 4, crd: 106295, firm: Parsons Capital Management Inc, city: Providence, state: RI, value: 1942, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106295/; rank: 5, crd: 124636, firm: Strategicpoint Investment Advisors LLC, city: Providence, state: RI, value: 1934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124636/; rank: 6, crd: 167122, firm: Axis Wealth Partners, LLC, city: East Providence, state: RI, value: 1686, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167122/; rank: 7, crd: 45452, firm: Wealth Management Resources, Inc., city: Smithfield, state: RI, value: 1508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/45452/; rank: 8, crd: 107646, firm: Sowa Financial Group, city: Lincoln, state: RI, value: 1400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107646/; rank: 9, crd: 108705, firm: The Retirement Planning Company of New England, Inc., city: Warwick, state: RI, value: 1312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108705/; rank: 10, crd: 109114, firm: SK Wealth Management, LLC, city: Providence, state: RI, value: 1206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109114/; rank: 11, crd: 107565, firm: Newman Dignan & Sheerar, Inc, city: Providence, state: RI, value: 1182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107565/; rank: 12, crd: 108141, firm: Hall Capital Management Company, Inc., city: Barrington, state: RI, value: 1120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108141/; rank: 13, crd: 281437, firm: Bountiful Investment Management LLC, city: Rumford, state: RI, value: 1080, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281437/; rank: 14, crd: 105031, firm: First Financial Advisory Services Inc, city: Westerly, state: RI, value: 1071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105031/; rank: 15, crd: 109922, firm: Lincoln Capital Corporation, city: East Greenwich, state: RI, value: 906, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109922/; rank: 16, crd: 150515, firm: Financial Independence, LLC, city: Warwick, state: RI, value: 895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150515/; rank: 17, crd: 143912, firm: Forbes Financial Planning, Inc., city: East Greenwich, state: RI, value: 887, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143912/; rank: 18, crd: 296271, firm: McGuire Wealth Management, city: Wakefield, state: RI, value: 839, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296271/; rank: 19, crd: 123910, firm: Signet Investment Advisory Group, Inc., city: Providence, state: RI, value: 746, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123910/; rank: 20, crd: 118113, firm: Arlen Capital, LLC, city: Warwick, state: RI, value: 690, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118113/; rank: 21, crd: 108451, firm: Blue Fin Capital, Inc., city: Warren, state: RI, value: 689, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108451/; rank: 22, crd: 341084, firm: Veritas Wealth Management, city: North Kingstown, state: RI, value: 665, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341084/; rank: 23, crd: 157959, firm: Capital Wealth Management, LLC, city: West Warwick, state: RI, value: 660, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157959/; rank: 24, crd: 119631, firm: D & P Investment Advisors, Ltd., city: Wakefield, state: RI, value: 647, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119631/; rank: 25, crd: 152001, firm: Alpha Dog Advisors, Ruff, city: Cranston, state: RI, value: 618, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152001/; rank: 26, crd: 174699, firm: Balanced Wealth Management, LLC., city: West Warwick, state: RI, value: 503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174699/; rank: 27, crd: 134395, firm: M. W. Aragao Investment Advisors, LLC, city: Cumberland, state: RI, value: 477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134395/; rank: 28, crd: 323417, firm: Old Forge Wealth Management, LLC, city: Warwick, state: RI, value: 467, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323417/; rank: 29, crd: 299102, firm: Breachway Investments, LLC, city: Charlestown, state: RI, value: 442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299102/; rank: 30, crd: 305991, firm: Experience Your Wealth, LLC, city: Bristol, state: RI, value: 415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305991/; rank: 31, crd: 120465, firm: Eliot Rose Wealth Management, LLC, city: Providence, state: RI, value: 400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120465/; rank: 32, crd: 134804, firm: Ncu Investment Solutions, city: Smithfiled, state: RI, value: 373, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134804/; rank: 33, crd: 170361, firm: Mystic Asset Management, city: Warwick, state: RI, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170361/; rank: 34, crd: 321763, firm: Eisenhilfer Capital LLC, city: Lincoln, state: RI, value: 366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321763/; rank: 35, crd: 119510, firm: Blue Chip Financial Advisors, LLC, city: East Providence, state: RI, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119510/; rank: 36, crd: 297527, firm: Canton Hathaway LLC, city: Providence, state: RI, value: 281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297527/; rank: 37, crd: 129615, firm: The Capital Group, city: Warwick, state: RI, value: 276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129615/; rank: 38, crd: 104929, firm: Slocum, Gordon & Co. LLP, city: Newport, state: RI, value: 253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104929/; rank: 39, crd: 108047, firm: Weybosset Research & Management, LLC, city: Providence, state: RI, value: 225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108047/; rank: 40, crd: 164675, firm: Wickford Wealth Management, LLC, city: North Kingstown, state: RI, value: 209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164675/; rank: 41, crd: 129164, firm: Cornerstone Investment Services, city: Providence, state: RI, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129164/; rank: 42, crd: 326003, firm: Truefocus Financial Partners, city: North Kingstown, state: RI, value: 189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326003/; rank: 43, crd: 300200, firm: CB Capital LLC, city: North Smithfield, state: RI, value: 188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300200/; rank: 44, crd: 289141, firm: MB Financial Planning LLC, city: Richmond, state: RI, value: 135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289141/; rank: 45, crd: 321170, firm: JBP Financial LLC, city: North Smithfield, state: RI, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321170/; rank: 46, crd: 330832, firm: Guidici Wealth Management LLC, city: Warwick, state: RI, value: 92, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330832/; rank: 47, crd: 110484, firm: Creative Resources Investment Advisors LLC, city: Cranston, state: RI, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110484/; rank: 48, crd: 109013, firm: Sheeley & Partners Wealth Management, LLC, city: Providence, state: RI, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109013/; rank: 49, crd: 326018, firm: Income Associates, city: Barrington, state: RI, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326018/; rank: 50, crd: 323211, firm: Invest Track Financial, LLC, city: Wakefield, state: RI, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323211/; rank: 51, crd: 139651, firm: Brown Advisory Group, LLC, city: East Providence, state: RI, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139651/; rank: 52, crd: 323650, firm: South County Wealth Planning, city: Saunderstown, state: RI, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323650/; rank: 53, crd: 284790, firm: Merlin Asset Management, city: Newport, state: RI, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284790/; rank: 54, crd: 311956, firm: Jones Fiduciary Wealth Management LLC, city: Pawtucket, state: RI, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311956/; rank: 55, crd: 117649, firm: Coastal Financial Planning, Inc., city: Lincoln, state: RI, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117649/; rank: 56, crd: 120178, firm: Charles J. Means & Co., LLC, city: Providence, state: RI, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120178/; rank: 57, crd: 290767, firm: Green Street Wealth Advisory, LLC, city: North Kingston, state: RI, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290767/; rank: 58, crd: 330510, firm: Zarathustra Wealth Management, city: Providence, state: RI, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330510/; rank: 59, crd: 119777, firm: Hacket Asset Management, Inc., city: Warwick, state: RI, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119777/; rank: 60, crd: 318804, firm: Bulldog Financial Planning LLC, city: Cumberland, state: RI, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318804/; rank: 61, crd: 283922, firm: Efficient Capital Strategies, LLC, city: Barrington, state: RI, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283922/; rank: 62, crd: 141643, firm: Vetta Investments, city: East Greenwich, state: RI, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141643/; rank: 63, crd: 105502, firm: Van Liew Capital Inc, city: Providence, state: RI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105502/; rank: 63, crd: 155411, firm: Stillwater Investments, city: Smithfield, state: RI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155411/; rank: 65, crd: 314386, firm: Retirement Income Security LLC, city: East Greenwich, state: RI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314386/; rank: 66, crd: 337558, firm: Quahog Investments LLC, city: Richmond, state: RI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337558/; rank: 67, crd: 165515, firm: J.P. Diversified Asset Management LLC, city: East Greenwich, state: RI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165515/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [RIA market data for Rhode Island](https://advisoriq.com/ria/states/rhode-island/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/rhode-island/

License: https://advisoriq.com/license/