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List of Financial planners in Rhode Island

There are 456 Financial planners in Rhode Island as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 188 Financial planners which is 41.23% of all Financial planners in Rhode Island are single-owner operations, while the remaining 268 which is 58.77% are part of larger brands. The top three cities with the most Financial planners are Providence with 135 Financial planners, Warwick with 80 Financial planners, Cranston with 51 Financial planners. Average age of Financial planners in Rhode Island is 6 years and 7 months.

Financial planners are also establishing a strong digital presence across various platforms: 267 have LinkedIn profiles, 208 have Facebook Pages, 69 are active on Instagram, 216 have X (formerly Twitter) handles, 1 are on TikTok, and 142 have YouTube channels. About 410 Financial planners have their own website and the remaining 46 don’t have their own website.

  • 456

    Number of Financial planners

  • 196

    Email addresses

  • 451

    Phone numbers

  • 410

    With Websites

  • 267

    LinkedIn Profiles

  • 208

    Facebook Profiles

  • 69

    Instagram Handles

  • 216

    X Handles

  • 1

    TikTok Profiles

  • 142

    YouTube Channels

Data updated on April 1, 2026
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Download list of Financial planners in Rhode Island

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Matthew Ricci - Financial Advisor, Ameriprise Financial Services, LLCAddressSouth KingstownRhode IslandUnited StatesEmailPhone00Link
First CommandAddressNewportRhode IslandUnited StatesEmailPhone05Link
First Command Financial Advisor - Claudia Ruoti, CFP®AddressNewportRhode IslandUnited StatesEmailPhone05Link
Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLCAddressSouth KingstownRhode IslandUnited StatesEmailPhone00Link
Danny DeHoney - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressWarwickRhode IslandUnited StatesEmailPhone00Link
Raymond JamesAddressEast ProvidenceRhode IslandUnited StatesEmailPhone00Link
PathView Wealth - Ameriprise Financial Services, LLCAddressWarwickRhode IslandUnited StatesEmailPhone00Link
Phillip Kennedy Esteban - Financial Advisor, Ameriprise Financial Services, LLCAddressWarwickRhode IslandUnited StatesEmailPhone00Link
Ameriprise FinancialAddressCranstonRhode IslandUnited StatesEmailPhone00Link
Park Row Wealth Advisors - Ameriprise Financial Services, LLCAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
[
  {
    "name": "Matthew Ricci - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "36**********",
    "phone": "********4615",
    "email": "Ma**********@am******",
    "lat": 41.4557659,
    "lng": -71.47013,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "South Kingstown",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "First Command",
    "address": "22**********",
    "phone": "********9842",
    "email": "cl**********@fi**********",
    "lat": 41.5061407,
    "lng": -71.3194445,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Newport",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Banks,Financial planners,Insurance agencies"
  },
  {
    "name": "First Command Financial Advisor - Claudia Ruoti, CFP®",
    "address": "22**********",
    "phone": "********9842",
    "email": "cs*****@fi**********",
    "lat": 41.5061414,
    "lng": -71.3194293,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Newport",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "36**********",
    "phone": "********5900",
    "email": "Le**********@am******",
    "lat": 41.4557659,
    "lng": -71.47013,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "South Kingstown",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Danny DeHoney - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "30**********",
    "phone": "********2530",
    "email": "da**********@am******",
    "lat": 41.7245981,
    "lng": -71.4617458,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Warwick",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Raymond James",
    "address": "12**********",
    "phone": "********8200",
    "email": "su*****@In**********",
    "lat": 41.7789905,
    "lng": -71.3331794,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "East Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "PathView Wealth - Ameriprise Financial Services, LLC",
    "address": "30**********",
    "phone": "********2530",
    "email": "da**********@am******",
    "lat": 41.7245981,
    "lng": -71.4617458,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Warwick",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Phillip Kennedy Esteban - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "11**********",
    "phone": "********4616",
    "email": "Ph**********@am******",
    "lat": 41.7254751,
    "lng": -71.454433,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Warwick",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Ameriprise Financial",
    "address": "17**********",
    "phone": "********6803",
    "email": "da**********@am******",
    "lat": 41.7597571,
    "lng": -71.4590201,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Cranston",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Park Row Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "1 **********",
    "phone": "********2536",
    "email": "pa**********@am******",
    "lat": 41.827493,
    "lng": -71.410821,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  }
]

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Number of Financial planners locations by each city/area

City/AreaPopulationNumber Of Financial planners
Providence 190.93K135
Warwick 81.70K80
Cranston 81.07K51
East Providence 47.41K19
Newport 24.23K19
South Kingstown 30.83K18
North Kingstown 28.04K15
Middletown 17.30K14
East Greenwich 13.68K11
Johnston 29.25K10
Smithfield 21.87K10
Lincoln 21.67K8
Westerly 17.94K8
Barrington 16.67K7
Bristol 22.80K6
Cumberland 34.84K5
Pawtucket 71.59K5
Portsmouth 17.76K5
North Smithfield 11.21K4
Narragansett 15.87K3
North Providence 33.84K3
Woonsocket 41.48K3
Charlestown 8.42K2
Coventry 35.52K2
Harrisville 1.60K2
Tiverton 7.56K2
Warren 11.28K2
Chepachet 1.68K1
New Shoreham 1.05K1

How many Financial planners are there in Rhode Island?

There are a total of 456 Financial planners in Rhode Island as of April 01, 2026.

Number of Financial planners in Rhode Island with Phone Number

451

Number of Financial planners in Rhode Island with Email

196

List of Financial planners in Rhode Island with Social Media Accounts

208

Facebook Profiles

69

Instagram Handles

267

LinkedIn Profiles

216

X Handles

1

TikTok Profiles

1

WhatsApp Numbers

142

YouTube Channels

Download sales qualified leads of Financial planners in the Rhode Island

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Rhode Island with/without Website

Download the list of Financial planners in Rhode Island as of April 01, 2026 with and without website information.

410

Number of Financial planners in Rhode Island with website

46

Number of Financial planners in Rhode Island without website

List of Financial planners in Rhode Island By Ratings

Download the data of the number of star-rated Financial planners in Rhode Island as of April 01, 2026.

10

Number of 1 star-rated Financial planners in Rhode Island

4

Number of 2 star-rated Financial planners in Rhode Island

20

Number of 3 star-rated Financial planners in Rhode Island

23

Number of 4 star-rated Financial planners in Rhode Island

105

Number of 5 star-rated Financial planners in Rhode Island

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The total number of Financial planners in Rhode Island is 456.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Rhode Island at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Rhode Island once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Rhode Island dataset costs $149.

There are 451 Financial planners in Rhode Island with phone numbers.

There are 196 Financial planners in Rhode Island with email addresses.

There are 232 Financial planners in Rhode Island with both phone numbers and email lists.

There are 267 Financial planners in Rhode Island with LinkedIn Profiles.

There are 208 Financial planners in Rhode Island with Facebook Profiles.

There are 69 Financial planners in Rhode Island with Instagram Handles.

There are 216 Financial planners in Rhode Island with X Handles.

There are 1 Financial planners in Rhode Island with TikTok Profiles.

There are 142 Financial planners in Rhode Island with YouTube Channels.

There are 1 Financial planners in Rhode Island with WhatsApp Numbers.

The total count of Financial planners in Rhode Island with a website is 410.

The total count of Financial planners in Rhode Island without a website is 46.

There are 105 5-star rated Financial planners in Rhode Island.

There are 23 4-star rated Financial planners in Rhode Island.

There are 20 3-star rated Financial planners in Rhode Island.

There are 4 2-star rated Financial planners in Rhode Island.

There are 10 1-star rated Financial planners in Rhode Island.

The average age of Financial planners in Rhode Island is 6 years and 7 months.

Providence, Warwick, and Cranston are the top 3 cities with the most number of Financial planners in Rhode Island. Providence leads at the top with 135 Financial planners, at 29.61%. Warwick follows with 80 Financial planners, at 17.54%. Cranston comes third with 51 Financial planners, accounting for 11.18% of its total.

Providence, with the most number of Financial planners, is the best city for Financial planners in Rhode Island. It tops with 135 Financial planners, which is 29.61% of the total Financial planners in Rhode Island.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.