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List of Financial planners in Providence

There are 187 Financial planners in Providence as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 36 Financial planners which is 19.25% of all Financial planners in Providence are single-owner operations, while the remaining 151 which is 80.75% are part of larger brands. Average age of Financial planners in Providence is 5 years and 5 months.

Financial planners are also establishing a strong digital presence across various platforms: 134 have LinkedIn profiles, 65 have Facebook Pages, 16 are active on Instagram, 100 have X (formerly Twitter) handles, 1 are on TikTok, and 78 have YouTube channels. About 177 Financial planners have their own website and the remaining 10 don’t have their own website.

  • 187

    Number of Financial planners

  • 53

    Email addresses

  • 186

    Phone numbers

  • 177

    With Websites

  • 134

    LinkedIn Profiles

  • 65

    Facebook Profiles

  • 16

    Instagram Handles

  • 100

    X Handles

  • 1

    TikTok Profiles

  • 78

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Providence

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
Park Row Wealth Advisors - Ameriprise Financial Services, LLCAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Sasha Cesen - TIAA Wealth Management AdvisorAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Robert Donohue - RBC Wealth Management Financial AdvisorAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
K. Doyle Financial Planning - Ameriprise Financial Services, LLCAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Daniel Samson - TIAA Financial ConsultantAddressProvidenceRhode IslandUnited StatesEmailPhone15Link
Nicholas Luise - TIAA Wealth Management AdvisorAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Jeffrey Causey - TIAA Wealth Management AdvisorAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Kevin Doyle - Financial Advisor, Ameriprise Financial Services, LLCAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Income Investment GroupAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
Gene Lonergan - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressProvidenceRhode IslandUnited StatesEmailPhone00Link
[
  {
    "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"
  },
  {
    "name": "Sasha Cesen - TIAA Wealth Management Advisor",
    "address": "15**********",
    "phone": "********2249",
    "email": "Sa*********@ti******",
    "lat": 41.8282565,
    "lng": -71.4137242,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Robert Donohue - RBC Wealth Management Financial Advisor",
    "address": "50**********",
    "phone": "********1923",
    "email": "In**********@rb*****",
    "lat": 41.824612,
    "lng": -71.409115,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Financial planners"
  },
  {
    "name": "K. Doyle Financial Planning - Ameriprise Financial Services, LLC",
    "address": "1 **********",
    "phone": "********5797",
    "email": "ke*********@am******",
    "lat": 41.8274979,
    "lng": -71.4108638,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Daniel Samson - TIAA Financial Consultant",
    "address": "15**********",
    "phone": "********2249",
    "email": "DS*****@ti******",
    "lat": 41.828231,
    "lng": -71.4137021,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Nicholas Luise - TIAA Wealth Management Advisor",
    "address": "15**********",
    "phone": "********2249",
    "email": "Ni********@ti******",
    "lat": 41.8282565,
    "lng": -71.4137242,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Jeffrey Causey - TIAA Wealth Management Advisor",
    "address": "15**********",
    "phone": "********2249",
    "email": "JC*****@ti******",
    "lat": 41.828231,
    "lng": -71.4137021,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Kevin Doyle - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "1 **********",
    "phone": "********5797",
    "email": "Ke*********@am******",
    "lat": 41.82736,
    "lng": -71.410739,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Income Investment Group",
    "address": "50**********",
    "phone": "********1921",
    "email": "In**********@rb*****",
    "lat": 41.824612,
    "lng": -71.409115,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Gene Lonergan - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "1 **********",
    "phone": "********2529",
    "email": "Eu**********@am******",
    "lat": 41.8273968,
    "lng": -71.4107278,
    "url": "ht**********",
    "country": "United States",
    "state": "Rhode Island",
    "city": "Providence",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  }
]

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How many Financial planners are there in Providence?

There are a total of 187 Financial planners in Providence as of October 15, 2025.

Number of Financial planners in Providence with Phone Number

186

Number of Financial planners in Providence with Email

53

List of Financial planners in Providence with Social Media Accounts

65

Facebook Profiles

16

Instagram Handles

134

LinkedIn Profiles

100

X Handles

1

TikTok Profiles

1

WhatsApp Numbers

78

YouTube Channels

Download sales qualified leads of Financial planners in the Providence

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

Data of Financial planners in Providence with/without Website

Download the list of Financial planners in Providence as of October 15, 2025 with and without website information.

177

Number of Financial planners in Providence with website

10

Number of Financial planners in Providence without website

List of Financial planners in Providence By Ratings

Download the data of the number of star-rated Financial planners in Providence as of October 15, 2025.

3

Number of 1 star-rated Financial planners in Providence

2

Number of 2 star-rated Financial planners in Providence

5

Number of 3 star-rated Financial planners in Providence

5

Number of 4 star-rated Financial planners in Providence

24

Number of 5 star-rated Financial planners in Providence

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The total number of Financial planners in Providence is 187.

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

You can download the complete dataset of sales qualified leads of Financial planners in Providence 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 Providence dataset costs $99.

There are 186 Financial planners in Providence with phone numbers.

There are 53 Financial planners in Providence with email addresses.

There are 78 Financial planners in Providence with both phone numbers and email lists.

There are 134 Financial planners in Providence with LinkedIn Profiles.

There are 65 Financial planners in Providence with Facebook Profiles.

There are 16 Financial planners in Providence with Instagram Handles.

There are 100 Financial planners in Providence with X Handles.

There are 1 Financial planners in Providence with TikTok Profiles.

There are 78 Financial planners in Providence with YouTube Channels.

There are 1 Financial planners in Providence with WhatsApp Numbers.

The total count of Financial planners in Providence with a website is 177.

The total count of Financial planners in Providence without a website is 10.

There are 24 5-star rated Financial planners in Providence.

There are 5 4-star rated Financial planners in Providence.

There are 5 3-star rated Financial planners in Providence.

There are 2 2-star rated Financial planners in Providence.

There are 3 1-star rated Financial planners in Providence.

The average age of Financial planners in Providence is 5 years and 5 months.

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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.