Rhode Island · 3 advisers
Financial Advisors in Lincoln, Rhode Island
Looking for a financial advisor in Lincoln, Rhode Island? Falists indexes 3 SEC-registered and state-registered investment advisers in Lincoln — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $517.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$517.0M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lincoln
Ranked by AUM · Fees, team & specialties at a glance
SOWA FINANCIAL GROUP
Lincoln, RI
AUM
$517.0M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
401-434-8090
EISENHILFER CAPITAL LLC
Lincoln, RI
AUM
$43.1M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(401) 900-8908
COASTAL FINANCIAL PLANNING, INC.
Lincoln, RI
AUM
$37.0M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
401-727-8151
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Common questions
- How many financial advisors are in Lincoln, Rhode Island?
- 3 registered investment advisers are listed in our Lincoln directory, sourced from public SEC filings.
- What types of advisors are in Lincoln?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lincoln?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.