Top financial advisors in Lincoln, RI
We’ve curated a list of the best financial advisors in Lincoln, take a look at it below
Find an advisor in Lincoln| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $421,357,710 | 8 advisors | ||
| 2 | $310,770,722 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Lincoln, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lincoln. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Briggs Advisory Group, Inc.
Briggs Advisory Group, Inc. is a financial advisory firm based in Lincoln, Rhode Island. It currently has approximately $421,357,710 of assets under management and employs about 8 people. Briggs Advisory Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$421,357,710
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112491
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Sowa Financial Group
Sowa Financial Group is a financial advisory firm based in Lincoln, Rhode Island. It currently has approximately $310,770,722 of assets under management and employs about 7 people. Sowa Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$310,770,722
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-43008
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
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