RIA Intel›Advisers›Rhode Island›JONES FIDUCIARY WEALTH MANAGEMENT LLC

JONES FIDUCIARY WEALTH MANAGEMENT LLC

Advisory

RI

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in RI
#66
of 90 advisers by AUM
Average account
$2M
across 65 accounts
AUM per adviser
$130M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM
$130M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$130M
Discretionary AUM$130M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDE, PA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
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$131M
+3.8% 1Y
ST. ONGE, PAUL PHILIP
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$135M
-3.6% 1Y
CB CAPITAL LLC
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$124M
BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
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$112M
IVY WEALTH MANAGEMENT, INC.
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$150M
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ST. ONGE, PAUL, PHILIP
EAST GREENWICH, RI
$150M
+20.0% 1Y

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