Top financial advisors in East Greenwich, RI
We've curated a list of the best financial advisors in East Greenwich, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $301,352,719 Number of advisors 6 advisors | |||
| 2 | Assets under management $151,653,233 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in East Greenwich, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Lincoln Capital Corporation
Lincoln Capital Corporation, established in 1991, is a fee-only investment management firm specializing in providing portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management services, tailored financial planning, and investment advice based on client objectives. Clients have the option to impose restrictions on their accounts, and Lincoln Capital operates as a fiduciary, acting in the best interests of clients. The firm manages over $377 million in client assets, with fees based on a tiered structure ranging from 1.00% to 0.35% of assets under management. Investment strategies include Income Only, Conservative Balanced, Balanced, Equity Tilted Balanced, and Equity Only. The firm's investment philosophy involves fundamental and technical analysis to determine investment opportunities. Lincoln Capital does not engage in performance-based fees and ensures transparency in its brokerage practices, including trade aggregation and directed brokerage with Schwab. The firm's employees, including Alex R. Albert, Brittany A. Moran, and Sean R. McGuirk, hold professional designations such as CFP® and CFA® and have clean disciplinary records. Clients receive regular account reviews and statements, and the firm provides proxy voting services for client securities. Lincoln Capital maintains custody of client assets and offers fee debiting services. The firm's employees are supervised by Alex R. Albert, who ensures compliance with ethical standards and regulatory requirements.
$301,352,719 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Forbes Financial Planning, Inc.
Forbes Financial Planning, Inc. is a Rhode Island-based firm established in March 2007 by Mr. Daniel Forbes. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and qualified retirement plans. Services include comprehensive financial planning and investment management. Clients have the option to set reasonable restrictions on securities purchases. The firm manages assets primarily through no-load mutual funds, ETFs, equity securities, fixed income securities, and managed variable annuities. Forbes Financial Planning can also manage Held Away Accounts through a third-party provider, Pontera Solutions Inc. The firm charges a fixed fee of $4,000 for a comprehensive financial plan, with ongoing maintenance fees of $500 per quarter. Investment management fees are based on a percentage of assets under management, ranging from 0.75% to 1.10%. Forbes Financial Planning does not charge performance-based fees. The firm does not have a minimum account size requirement. Mr. Daniel Forbes owns both Forbes Financial Planning and Forbes Insurance Agency, creating a potential conflict of interest. The firm does not receive compensation for client referrals and does not vote proxies on securities. Clients have the option to suppress proxies and vote on their own. Forbes Financial Planning does not have any disciplinary events involving the firm or its principal owner.
$151,653,233 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in East Greenwich, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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