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Fidelon
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Market Standing · 2026
The most transparent firms in Providence-Warwick.
139 scored firmsTop 5 recognizedfidelon.com/markets/providence-warwick-ri-ma
1IA-only—91Arank within Top 5; below the 80 standard
2IA-only—91Arank within Top 5; below the 80 standard
3
Clary Financial
CRD 128218
IA-only$92.9M90.8ARecognized · Top 5
4IA-only$94.4M90.1ARecognized · Top 5
5IA-only—90Arank within Top 5; below the 80 standard
6IA-only$198M90A—
7IA-only$15.2M89.9A—
8IA-only$37M89.8A—
9
Equitytrust
CRD 127412
IA-only$61.2M89.6A—
10IA-only—89.1A—
11
Wesh Financial
CRD 300417
IA-only$2.5M89A—
12IA-only$377M89A—
13IA-only—88.9A—
14IA-only$639M88.8A—
15IA-only$179M88.8A—
16IA-only$3M88.8A—
17
Ransom Advisory
CRD 318747
IA-only$318M88.7A—
18IA-only$1.1B88.6A—
19IA-only—88.6A—
20IA-only—88.5A—
21IA-only$10.6M88.5A—
22IA-only$105M88.4A—
23
Caster And
CRD 148931
IA-only$600K88.2A—
24IA-only$3.6M88.2A—
25IA-only$1.1B88.1A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.