Anthony V Ricci, CPA
“Mr Ricci was VERY helpful, addressing all of my questions and then telling me that, since I had been doing my taxes on my own for years, I should continue to do so, that my tax return was quite simple.”
Best Financial Advisors in Warwick, RI
21 firms listed · all 21 in Warwick · 2 open weekends · 14 rated 4.5+ · 3 show a license
Data verified October 21, 2026
Financial Independence
“I would highly recommend Financial Independence to anyone looking for a knowledgeable, trustworthy firm that provides strong recommendations and thoughtful financial planning”
Clarksilva
“Keith took our call based on a referral and talked us through his thoughts process based on our situation.”
Pioneer Financial Group
“Working with Erik Johnson has been a truly rewarding experience, and I wholeheartedly recommend him to anyone seeking a financial advisor who not only understands their goals but also goes above and beyond to help them achieve them”
Spinnaker Asset Management
“We feel very fortunate to have found Lisa who quickly understood our needs and set up an investment strategy that we admire rely on.”
Fradin & Company
“I am not related to them, never met them in person - A relative suggested them and over the last 2 years of working with them, I can say they have a customer for life.”
The 21 firms listed for Warwick, RI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Warwick, RI
All 21 firms we list here are in Warwick itself. We have 24 firms in Warwick on file; this page shows the highest-rated 21. 18 of the firms on this page have a rating, from 3.7 to 5.0 across 254 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 3 show a license on their websites and 7 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 45 years. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 21 of the firms on this page; 17 publish a contact page; 15 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Warwick offer a free first meeting?
3 of the 21 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Pascarella & Gill, CPA
Nakowicz Financial Services
“John and staff are friendly, knowledgeable, and willing to go the extra mile to help out their clients.”
Creative Resources Investment Advisors
Oceanstate Financial Services
“He listens to every concern you have and gives you peace mind that your future investments are secure.”
Massey and Associates
“I want to thank Sherry,I called the office and she was wonderful,professional and super kind.”
Dream Builders Financial Services
“He was able to help me organize our financial accounts as well as push me to get necessary legal documents done.”
GPS Retirement
“Very thorough and patient in reviewing our options and making sure that the product is the best fit for our situation.”
Beaulieu Wealth Management
“And not because they're snoopy, but because they're interested in my life and what my needs will be in the future and how to invest my money.”
Dutra & Associates
Arlen Corporation
Lax and Company
“They truly care about your goals and your financial objectives.”
Leonelli & Vicario
Diversified Resources
“Karen and her team are are exceptional..”
Generations Financial Strategies
Pensionmarkmeridien
Why these companies made our list
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