Advisors for $1 million to $3 million in Rhode Island
How do I find fee-only advisors for $1 million to $3 million in Rhode Island?
In Rhode Island, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Gregory Lavine of Parsons Capital Management, Stephen Poplaski of Washington Trust Wealth Management and Andrea McNamara of Washington Trust Advisors.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Gregory Lavine Parsons Capital Management, Providence Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Stephen Poplaski Washington Trust Wealth Management, Westerly Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Andrea McNamara Washington Trust Advisors, Providence Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Gregory Barishian Aurelius Family Office, Chepachet Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Keyana Johns Russ F.L.Putnam Investment Management Company, Providence Holds the CFP. Fees on file: percentage of assets, hourly.
- Sean McGuire McGuire Wealth Management, Wakefield Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 25
- Firms
- 8
- Cities
- 4
- Hold the CFP
- 36%
- Other credentials: CFA 12% · CPA 4%
- How they charge (of 25 with fees on file): percentage of assets 100% · fixed fees 80% · hourly 52%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Rhode Island are there?
The Wellspent public graph lists 25 fee-only advisors for $1 million to $3 million in Rhode Island, at 8 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Rhode Island located?
Of the 25 fee-only advisors for $1 million to $3 million in Rhode Island, 17 are in Providence, followed by 4 in Westerly and 3 in Wakefield.
How do fee-only advisors for $1 million to $3 million in Rhode Island charge?
All 25 fee-only advisors for $1 million to $3 million in Rhode Island with fees on file charge a percentage of assets. Many use more than one: 80% charge fixed fees and 52% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Rhode Island hold the CFP?
36% of the 25 fee-only advisors for $1 million to $3 million in Rhode Island hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Rhode Island?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million in Rhode Island?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Gregory Barishian | Aurelius Family Office | Chepachet | CFP | Percentage of assets, Fixed fees |
| Stephen Poplaski | Washington Trust Wealth Management | Westerly | CFP, CPA, PhD | Percentage of assets, Fixed fees |
| Keyana Johns Russ | F.L.Putnam Investment Management Company | Providence | CFP, RICP, MBA | Percentage of assets, Hourly |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| Dennis McGuire | McGuire Wealth Management | Wakefield | Not listed | Percentage of assets |
| Dennis McGuire | McGuire Wealth Management | Wakefield | Not listed | Percentage of assets |
| Sean McGuire | McGuire Wealth Management | Wakefield | Not listed | Percentage of assets |
| Aaron Wade | Washington Trust Advisors | Westerly | CFP | Percentage of assets, Fixed fees |
| Andrea McNamara | Washington Trust Advisors | Providence | CFP | Percentage of assets, Fixed fees |
| Andrew Snape | Parsons Capital Management | Providence | CFP | Percentage of assets, Hourly |
| Donald Previe | Washington Trust Advisors | Providence | CFP | Percentage of assets, Fixed fees |
| Gregory Lavine | Parsons Capital Management | Providence | CFP, CFA | Percentage of assets, Hourly |
| John Trevor | Parsons Capital Management | Providence | CFP | Percentage of assets, Hourly |
| David Von Hemert | Parsons Capital Management | Providence | CFA | Percentage of assets, Hourly |
| Joan Caine | Parsons Capital Management | Providence | CFA | Percentage of assets, Hourly |
| Charles Parsons | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Christopher Coleman | Clarendon Private | Providence | Not listed | Percentage of assets |
| Edwin Fischer | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| James Maynard | Washington Trust Advisors | Westerly | Not listed | Percentage of assets, Fixed fees |
| John Mullen | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| John Parsons | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Larry Henderson | Washington Trust Advisors | Westerly | Not listed | Percentage of assets, Fixed fees |
| Linda Jamison | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Peter Hunt | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Stacey Sternberg | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
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