Top financial advisors in Lincoln, RI
We've curated a list of the best financial advisors in Lincoln, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $421,357,710 Number of advisors 8 advisors | |||
| 2 | Assets under management $310,770,722 Number of advisors 7 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 Lincoln, 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.
Briggs Advisory Group, Inc.
Briggs Advisory Group, Inc., established in 2018, is a registered investment adviser offering wealth management services such as investment management, financial planning, and retirement plan services. The firm manages portfolios on a discretionary basis, focusing on individual, retirement, trust, and small business accounts. Investment strategies are based on Modern Portfolio Theory, emphasizing diversified portfolios using mutual funds and ETFs. Briggs may also manage fixed income portfolios through a third-party sub-advisor. Clients receive personalized Investment Policy Statements aligning with their goals. The firm charges fees based on a tiered schedule, with a minimum annual fee of $7,500 for wealth management services. For retirement plans, fees are based on a percentage of assets managed. Briggs does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have investment discretion, with the ability to impose restrictions. Briggs does not vote proxies on behalf of clients and does not participate in legal proceedings involving client securities. The firm maintains a Code of Ethics, ensuring ethical conduct and supervising personal securities transactions. Briggs does not have any disciplinary history and has no financial commitments affecting client obligations.
$421,357,710 under management
8 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
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.
$310,770,722 under management
7 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
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
See Schedule D
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 Lincoln, 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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