Advisor Website URL Business Phone 13F AUM
Amica Mutual Insurance Company (800) 652-6422 $1,037,026,000
Amica Retiree Medical Trust (800) 652-6422 $69,325,000
Axis Wealth Partners, Llc https://axiswp.com/ (401) 441-5111 $152,221,132
Barrett & Company, Inc. https://www.barrettandcompany.com/ (401) 351-1000 $266,697,223
Blue Fin Capital, Inc. http://www.bluefincapital.com/ (401) 454-0772 $587,335,519
Brown University (401) 867-3998 $141,925,168
Brown, Lisle/Cummings, Inc. https://www.brownlc.com/ (401) 421-8900 $375,772,303
Canton Hathaway, Llc https://cantonhathaway.com/ (401) 433-7800 $490,369,000
Capital Wealth Management, Llc https://www.capitalwealthllc.com/ (401) 885-1060 $268,175,861
Citizens Bank, National Association (401) 456-7000 $1,321,363,376
Citizens Financial Group Inc (203) 900-6715 $6,223,768,207
Coastline Trust Company (401) 751-3010 $873,122,724
Cvs Health Corp (401) 765-1500 $190,640,383
Fiam Llc https://www.fidelity.com/ (800) 515-2795 $122,304,412,600
Fidelity Institutional Asset Management Trust Company (800) 515-2795 $30,424,090,461
Forbes Financial Planning, Inc. http://www.forbesplanning.com/ (401) 885-7300 $148,040,648
Hall Capital Management Company Inc https://www.hallcapitalmgmt.com/ (401) 245-0049 $236,744,239
Lincoln Capital Corp http://www.lincolncapitalcorp.com/ (401) 454-3040 $260,438,967
McGuire Investment Group, LLC http://www.mcguirewealth.com/ (401) 364-5000 $782,507,156
Mystic Asset Management, Inc. http://www.mysticassetmanagement.com/ (866) 206-5272 $413,524,301
New England Professional Planning Group Inc. http://www.ppgadvisors.com/ (401) 596-2800 $219,502,487
Newman Dignan & Sheerar, Inc. https://www.newmandignan.com/ (401) 351-4010 $435,060,167
Parsons Capital Management Inc https://parsonscapital.com/ (401) 521-2440 $1,628,584,699
Providence Equity Partners L.L.C. https://www.provequity.com/ (401) 751-1700 $846,596,890
Ransom Advisory, Ltd (401) 601-0185 $212,120,859
Retirement Planning Company Of New England, Inc. https://www.retirementplanningco.com/ (401) 453-5558 $224,531,748
Richard C. Young & Company ., Ltd. https://www.richardcyoung.com/ (401) 849-2137 $1,012,131,339
Signet Investment Advisory Group, Inc. https://signetiag.com/ (401) 621-2221 $194,753,441
Sk Wealth Management, Llc https://skwealth.com/ (401) 331-1575 $230,698,220
Slocum, Gordon & Company Llp http://www.slocumgordon.com/ (401) 849-4900 $124,146,390
Sowa Financial Group, Inc. http://www.sowafinancial.com/ (401) 434-8090 $160,160,000
Strategic Point Investment Advisors, Llc https://strategicpoint.com/ (401) 273-1500 $648,440,011
Unison Advisors Llc http://www.unisonadvisors.com/ (646) 290-7697 $893,597,764
Washington Trust Company https://wealthmanagers.com/ (401) 348-1265 $2,828,597,941
Wealth Management Resources, Inc. https://www.wcipllc.com/ (401) 356-1400 $292,857,294
Wealthcare Investment Partners, Llc (401) 682-2335 $278,123,240
Weybosset Research & Management Llc http://weybosset.com/ (401) 421-7171 $290,914,894
Whalerock Point Partners, Llc https://www.wrpoint.com/ (401) 228-7799 $462,500,958