Rhode Island · 4 advisers
Financial Advisors in East Greenwich, Rhode Island
Looking for a financial advisor in East Greenwich, Rhode Island? Falists indexes 4 SEC-registered and state-registered investment advisers in East Greenwich — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $418.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$418.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in East Greenwich
Ranked by AUM · Fees, team & specialties at a glance
LINCOLN CAPITAL CORPORATION
East Greenwich, RI
AUM
$418.3M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(401) 454-3040
FORBES FINANCIAL PLANNING, INC.
East Greenwich, RI
AUM
$240.5M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
401-885-7300
BALANCED WEALTH MANAGEMENT, LLC.
East Greenwich, RI
AUM
$102.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(401) 398-2000
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Common questions
- How many financial advisors are in East Greenwich, Rhode Island?
- 4 registered investment advisers are listed in our East Greenwich directory, sourced from public SEC filings.
- What types of advisors are in East Greenwich?
- 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 East Greenwich?
- 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.