City
Wealth management firms in East Greenwich, Rhode Island
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in East Greenwich, Rhode Island reported $695.6 million in regulatory assets under management; the largest by assets was Lincoln Capital Corporation, with $418.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $695.6 million
- Average per firm
- $139.1 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lincoln Capital Corporation | SEC | $418.3 million | 906 |
| 2 | Forbes Financial Planning, Inc. | SEC | $240.5 million | 887 |
| 3 | J.P. Diversified Asset Management LLC | State | $25.0 million | 1 |
| 4 | Retirement Income Security LLC | State | $10.1 million | 6 |
| 5 | Vetta Investments | State | $1.7 million | 12 |
Wealth management firms in Rhode Island, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.