NewRiaPulse: records in Rhode Island
5 newRiaPulse: records in Rhode Island are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-04-08 to 2026-08-27; the most frequent is Cb Capital LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
5 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-04-08 to 2026-08-27. Most frequent: Cb Capital LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Cb Capital LLC (1)
- Blue Chip Financial Advisors, LLC (1)
- Ncu Investment Solutions (1)
- Veritas Wealth Management (1)
- Balanced Wealth Management, LLC. (1)
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What are the top newRiaPulse: records in Rhode Island right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Cb Capital LLC | $124,458,300 | 188 | North Smithfield |
| Blue Chip Financial Advisors, LLC | $104,069,000 | 342 | East Providence |
| Ncu Investment Solutions | $107,551,908 | 373 | Smithfiled |
| Veritas Wealth Management | $219,866,414 | 665 | North Kingstown |
| Balanced Wealth Management, LLC. | $101,959,984 | 503 | West Warwick |
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Frequently asked questions
How many newRiaPulse: records in Rhode Island are listed?
5 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-08-27.
Can I get alerts for Rhode Island?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records