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Best Financial Planners in Providence, Rhode Island

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Claimed listings first, then by BizScore. How we score

8Financial Planners scored in Providence
53Average BizScore
66Top BizScore
25%AI Visibility 50 or higher
69Average SEO score
4.8Average Google rating (8 rated)

Top Financial Planners in Providence

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Showing 1-8 of 8 Financial Planners listings in Providence, RI · page 1 of 1

#1Gather Wealth Investment Management

5.0 Google rating

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Gather Wealth Investment Management website

Score breakdown

AI Visibility53
AI Ready43
SEO77
Freshness100
  • Financial Planner
  • Providence, Rhode Island
  • (401) 310-3920
  • gatherwealthmanagement.com
Category rank by BizScore: #1 of 17 Financial Planner listings in ProvidenceScores updated Jun 7, 2026

#2RBC Wealth Management Branch - Providence

4.0 Google rating

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RBC Wealth Management Branch - Providence website

Score breakdown

AI Visibility57
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Providence, Rhode Island
  • (401) 457-1900
  • rbcroyalbank.com

RBC Wealth Management Branch - Providence is a Financial Planner in Providence, RI. As a branch of RBC Royal Bank, it provides personal banking services and products to help clients manage their finances, buy a home, and invest. The branch offers access to...

Category rank by BizScore: #2 of 17 Financial Planner listings in ProvidenceScores updated Jun 7, 2026

#3Fidelity Investments of Providence

4.1 Google rating

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F

Score breakdown

AI Visibility40
AI Ready41
SEO67
Freshness-
  • Financial Planner
  • Providence, Rhode Island
  • (800) 742-1567
  • fidelity.com
Category rank by BizScore: #9 of 17 Financial Planner listings in ProvidenceScores updated Oct 22, 2026

#4SK Wealth Management | Fee-Only Financial Planner of Providence

5.0 Google rating · 6 reviews

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SK Wealth Management | Fee-Only Financial Planner of Providence website

Score breakdown

AI Visibility23
AI Ready45
SEO78
Freshness100
  • Financial Planner
  • Providence, Rhode Island
  • (401) 331-1575
  • skwealth.com

SK Wealth Management | Fee-Only Financial Planner is a financial planner in Providence, RI. The firm holds a 5.00 rating based on 6 reviews. The business operates as part of a global organization that provides innovations and services across the artificial...

Category rank by BizScore: #13 of 17 Financial Planner listings in ProvidenceScores updated Oct 28, 2026

#5Harkins Wealth Management

5.0 Google rating

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Harkins Wealth Management website

Score breakdown

AI Visibility31
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Providence, Rhode Island
  • (401) 278-4049
  • harkinswealthmanagement.com

Harkins Wealth Management is a Financial Planner in Providence, RI, located at 206 Gano Street. It offers fee-only financial planning, socially responsible investing, and tax efficiency strategies for individuals and businesses. The firm helps clients grow...

Category rank by BizScore: #11 of 17 Financial Planner listings in ProvidenceScores updated Jul 6, 2026

#6Northwestern Mutual - Financial Advisor: Adam Badeau of Providence

5.0 Google rating · 24 reviews

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Northwestern Mutual - Financial Advisor: Adam Badeau of Providence website

Score breakdown

AI Visibility28
AI Ready0
SEO65
Freshness-
  • Financial Planner
  • Providence, Rhode Island
  • (401) 457-2934
  • northwestern.edu
Category rank by BizScore: #6 of 17 Financial Planner listings in ProvidenceScores updated Oct 24, 2026

#7Cornerstone Financial Management LLC of Providence

5.0 Google rating

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Cornerstone Financial Management LLC of Providence website

Score breakdown

AI Visibility28
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Providence, Rhode Island
  • (800) 527-1238
  • cornerstonesva.org
Category rank by BizScore: #12 of 17 Financial Planner listings in ProvidenceScores updated Sep 18, 2026
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Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP website

Score breakdown

AI Visibility24
AI Ready-
SEO54
Freshness-
  • Financial Planner
  • Providence, Rhode Island
  • (401) 556-3533
  • northwesternmutual.com

Northwestern Mutual provides comprehensive financial planning, insurance, and investment services to help individuals and families achieve their financial goals. With a focus on personalized solutions and long-term financial security, they offer guidance...

Category rank by BizScore: #15 of 17 Financial Planner listings in ProvidenceScores updated Oct 24, 2026
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What the Data Shows for Financial Planners in Providence

25% of the 8 financial planners we measured in Providence reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 69.

The average Google rating across 8 rated financial planners is 4.8, and the median listing has 15 reviews.

None of the 8 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

BizScoreAI compares 8 financial planners in Providence, Rhode Island by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Providence ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Providence, Rhode Island does BizScoreAI track?

8 financial planners in Providence currently meet the profile-quality bar for this page, with an average BizScore of 53 and a top score of 66.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 25% of measured financial planners in Providence score 50 or higher.

Is being listed free?

Yes. Every financial planner in Providence is listed and scored for free, and claiming a listing is free too.