Oak Grove

Oak Grove (CRD# 168907) is a financial advisory firm headquartered in Barrington, RI. They manage $1,645,752 in 27 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $60,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MI, MN, RI, TX

Financial Advisors at Oak Grove
Showing 1 - 8 of 8 top financial advisors.
1
Michael F. Alongi
CRD#: 5780527
16755 Von Karman, #200, Irvine, CA 92618
93
Wealthminder
score

Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Oak Grove in Irvine, CA and has over 6 years of experience in the finance industry.

2
Vadim Archipov
CRD#: 4031847
Saint Petersburg, FL
93
Wealthminder
score

Vadim Archipov (CRD# 4031847) is an Investment Advisor Representative working at Oak Grove in Saint Petersburg, FL and has over 16 years of experience in the finance industry.

3
James M. Cullen
CRD#: 5111669
Barrington, RI
93
Wealthminder
score

James Cullen (CRD# 5111669) is an Investment Advisor Representative working at Oak Grove in Barrington, RI and has over 8 years of experience in the finance industry.

4
Benjamin L. Langhofer
CRD#: 4096223
Wichita, KS
93
Wealthminder
score

Benjamin Langhofer (CRD# 4096223) is an Investment Advisor Representative working at Oak Grove in Wichita, KS and has over 13 years of experience in the finance industry.

5
Douglas B. Howard
CRD#: 4489081
Aliso Viejo, CA
81
Wealthminder
score

Douglas Howard (CRD# 4489081) is an Investment Advisor Representative working at Oak Grove in Aliso Viejo, CA and has over 14 years of experience in the finance industry.

6
Gary M. Smith
CRD#: 1761125
Novi, MI
81
Wealthminder
score

Gary Smith (CRD# 1761125) is an Investment Advisor Representative working at Oak Grove in Novi, MI and has over 29 years of experience in the finance industry.

7
David T. Carson
CRD#: 6007815
Los Angeles, CA
78
Wealthminder
score

David Carson (CRD# 6007815) is an Investment Advisor Representative working at Oak Grove in Los Angeles, CA and has over 4 years of experience in the finance industry.

8
Dane A. Petchul
CRD#: 5377118
16755 Von Karman Ave, Suite 200, Irvine, CA 92606
77
Wealthminder
score

Dane Petchul (CRD# 5377118) is an Investment Advisor Representative working at Oak Grove in Irvine, CA and has over 2 years of experience in the finance industry.

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