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Best financial advisors in Lincoln, RI

Registered advisers within 25 miles of Lincoln, RI.

Offices
650
Firms
268
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,541 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

SOWA FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
FOUNDATIONS INVESTMENT ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
SANTANDER SECURITIES LLC
CB CAPITAL LLC
M. W. ARAGAO INVESTMENT ADVISORS, LLC
FLAGSHIP HARBOR ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
NCU INVESTMENT SOLUTIONS
LPL ENTERPRISE, LLC

Investors

DONALD JOSEPH SOWA
NATHAN LEE BEAUVAIS
STEVEN JAMES BEAUVAIS
DONNA GRACE SOWA ALLARD
Joseph Tallman
Joseph Pate
STEVEN LAURENT LAVERGNE
Alan Ogunnaike
JOHN GARY FARLEY
Robert EUGENE Silva
STEVEN RAYMOND LUCAS
Garrett Beeley
Justin Legg
JENNIFER L FOGELL
Lisa DELUCA Grenon
JOSEPH BRYAN CARVER
ROBERT J LAFITTE
Christine D Richards
JOEL RUSSELL
NICHOLAS MASTROSTEFANO
Stephanie P Munoz
Keith Kureck
Karin PRISCILLA Dovey
KERRI CONVERSE
PHOEBE E PECK
MICHAEL BAALBAKI
Eric Browne
MARY J POTHIER
Robert CRAIG Klingensmith
ALEXANDER S LAFAZIA
JOSHUA M DUPREY
Isashei Ortiz
Jeremy Joseph Mazzola
Daniel J Gamboa Marty
William Edward Munnerlyn
Robert Wesley Heterick
ANGELA MARIE THOMSON
WILLIAM F O'DONNELL
ROSS FRANCIS GOBEILLE
RAYMOND JOSEPH ARRUDA
Amanda A Bartolini
PAUL MONTI SANTUCCI
Tamara Dayangami Wickramasinghe
Ian Donahue
CHRISTOPHER GREG BENOIT
ASHLEY Crocker Brown
Courtney A Liacos
MICHAEL W ARAGAO
BRYAN MARC GRAVEL
GORDON JAMES MOULTON
RICHARD EDWARD BERGERON
ANDREW JARED HARMON
ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
Robert Joseph DAmico
David Robert Bolton
Michael CAPALBO
Christopher John Dandeneau

Within 25 miles of Lincoln, RI, Best Investors lists 268 registered investment advisory firms with 650 offices nearby, managing about $15.0T in combined regulatory AUM across 3,204,541 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lincoln

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM