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Fastest Growing RIAs
in Rhode Island

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

D & P Investment Advisors, Ltd.
Wakefield, 
RI
3 Year Grow Rate:
48%
AUM (MM):
$93

#

Rex Capital Advisors, LLC
Providence, 
RI
3 Year Grow Rate:
46%
AUM (MM):
$948

#

Signet Investment Advisory Group, Inc.
Providence, 
RI
3 Year Grow Rate:
37%
AUM (MM):
$240

#

LoVetere Financial LLC
Narragansett, 
RI
3 Year Grow Rate:
24%
AUM (MM):
$28

#

Young Richard C & Co Ltd
Newport, 
RI
3 Year Grow Rate:
21%
AUM (MM):
$1,182
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