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Best Financial Planners in Providence, Rhode Island

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Rankings use the published BizScore formulas. How we score

5Financial Planners scored in Providence
53Average BizScore
66Top BizScore
40%AI Visibility 50 or higher
68Average SEO score
4.7Average Google rating (4 rated)

Top Financial Planners in Providence

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Showing 1-5 of 5 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
SEO77
  • Financial Planner
  • Providence, Rhode Island
  • (401) 310-3920
  • gather.town

Gather Wealth Investment Management is a Financial Planner in Providence, RI. The business operates from 322 Broadway. It holds a perfect 5.00 rating based on customer reviews. The provided website content describes a virtual workspace platform for remote...

Ranked #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
SEO66
  • 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...

Ranked #2 of 17 Financial Planner listings in ProvidenceScores updated Jun 7, 2026

#3Edelman Financial Engines of Providence

4.9 Google rating · 123 reviews

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Edelman Financial Engines of Providence website

Score breakdown

AI Visibility34
SEO77
  • Financial Planner
  • Providence, Rhode Island
  • (833) 752-6333
  • edelmanfinancialengines.com

Edelman Financial Engines of Providence is a Financial Planner in Providence, RI, located at 1485 South County Trail. The firm provides integrated wealth management and planning services, including investment strategy, tax planning, estate planning...

Ranked #8 of 17 Financial Planner listings in ProvidenceScores updated Sep 18, 2026

#4Harkins Wealth Management

5.0 Google rating

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Harkins Wealth Management website

Score breakdown

AI Visibility31
SEO70
  • 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...

Ranked #11 of 17 Financial Planner listings in ProvidenceScores updated Jul 6, 2026
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StrategicPoint Investment Advisors website

Score breakdown

AI Visibility10
SEO49
  • Financial Planner
  • Providence, Rhode Island
  • (401) 273-1500
  • dailywire.com

StrategicPoint Investment Advisors is a financial planner in Providence, Rhode Island, serving individuals and families with personalized investment strategies, retirement planning, and wealth management. The firm specializes in helping clients build...

Ranked #16 of 17 Financial Planner listings in ProvidenceScores updated Jun 30, 2026
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BizScoreAI ranks 5 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. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

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

5 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. 40% 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.