Briggs Advisory Group
Briggs Advisory Group is a privately held, Lincoln, Rhode Island-based registered investment advisor founded in 2002, providing investment management, insurance strategy, and retirement planning to high-net-worth individuals and families, operating within the Focus Partners Wealth platform backed by Focus Financial Partners.
- Company typePrivate
- Founded2002
- HeadquartersLincoln, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Briggs Advisory Group does
Briggs Advisory Group is a privately held financial advisory firm founded in 2002 and headquartered at 24 Albion Rd, Suite 440, in Lincoln, Rhode Island. Per the firm's short description, it provides investment management, insurance strategy, and retirement planning services to individual clients in the local market. The Lincoln office operates within the broader Focus Partners Wealth platform, a registered investment advisor affiliated with the Focus Financial Partners network, which supplies nationwide back-office resources, compliance, and best-practice sharing while the local team retains client-facing autonomy.
The firm offers a comprehensive wealth management stack built around three core offerings — Wealth Management, Investment Planning, and a structured Wealth Planning Process — augmented by specialized modules including Family Office Services, CFO Services, Business Management, Tax Services, Divorce & Dispute Resolution, Business Owner Services, Institutional Services, Retirement Solutions, and Lifestyle/Concierge Services. The underlying technology is not disclosed beyond use of standard RIA planning and portfolio management platforms; no proprietary systems, APIs, or AI capabilities are documented. The team supporting the Lincoln office includes credentialed advisors (CFP®, CIMA®, CPWA®, CSRIC™, NSSA®, TPCP®, FPQP®, WMS™) and the firm is led by founder Harold Briggs Jr.
Commercially, Briggs Advisory Group generates revenue through recurring advisory fees, most likely structured as a percentage of assets under management, supplemented by potential flat-fee or hourly financial planning billing consistent with RIA industry practice. Pricing is quote-based and not publicly disclosed. Go-to-market is sales-led and relationship-based, supported by content marketing (blog, podcast, video), social media, community events, an advisor-finder tool, and direct consultations at the local office, with a separate institutional sales motion for retirement plans and endowments. The primary customer segment is high-net-worth individuals and families, with secondary segments in business owners and institutional clients.
Briggs Advisory Group firmographics
Firmographics- Name
- Briggs Advisory Group
- Legal name
- Focus Partners Wealth
- Website
- https://briggsadvisory.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Briggs Advisory Group is a privately held, Lincoln, Rhode Island-based registered investment advisor founded in 2002, providing investment management, insurance strategy, and retirement planning to high-net-worth individuals and families, operating within the Focus Partners Wealth platform backed by Focus Financial Partners.
- Ownership category
- akta.pro rank
Briggs Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Briggs Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Lincoln
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Briggs Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management and Advisory Fees: As a registered investment advisor, Focus Partners Wealth likely generates revenue through advisory fees, which may be structured as a percentage of assets under management (AUM), flat fees, or hourly billing for financial planning services.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Briggs Advisory Group product offering
Product offeringCore offering
Briggs Advisory Group is a privately held wealth advisory firm that provides investment management, retirement planning, and insurance strategy services to high-net-worth individuals and families, foundations and endowments, and business owners. The firm operates as part of Focus Partners Wealth, LLC within the Focus Financial Partners network, delivering personalized, fee-based financial advice through a small team of wealth advisors and client service staff.
Product overview
Focus Partners Wealth offers a unified wealth management platform providing comprehensive financial advisory services through an integrated suite of core and specialized service modules. The core offerings include Wealth Management, Investment Planning, and the Wealth Planning Process, which form the foundational framework for client financial planning. These are complemented by specialized service modules including Family Office Services, CFO Services, Business Management, Tax Services, Divorce & Dispute Resolution, Business Owner Services, Institutional Services, Retirement Solutions, and Lifestyle Services. The platform provides a one-stop solution where advisors offer personalized financial planning revolving around clients' personal values, goals, motivations, and priorities, backed by the extensive capabilities and resources of a nationwide network.
Differentiator
Problem solved
Functional benefit
Companies that use Briggs Advisory Group
Customer profileSegments3 records
Ideal customer profiles3 records
Briggs Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Briggs Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Focus Financial PartnerscoreFocus Partners Wealth is part of the Focus Financial Partners network, a consolidator of wealth management firms. This partnership provides the firm with access to nationwide resources, capabilities, and best practices while maintaining local advisor presence and personalized service.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Briggs Advisory Group competitors and assessment
Company assessmentEmerging players
- Personal Capital (now Empower Personal Dashboard): Hybrid digital RIA combining automated tools with human advisors for HNW investors. Comparable HNW/affluent focus with technology-augmented advisory delivery.
- Facet Wealth: Digital-first hybrid RIA serving HNW households with remote CFP®-led planning. Comparable target segment and recurring-fee economics, but via a tech-enabled delivery model.
Direct peers
- SageView Advisory Group: National RIA providing wealth management and retirement plan services to individuals and businesses. Comparable HNW/retirement-plan advisory mix and fee model.
- Monarch Wealth Advisors: Mid-sized independent RIA offering comprehensive wealth planning to HNW families. Closely comparable scale and full-service advisory positioning.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth advisory, tax, retirement, and family-office services to HNW clients. Highly comparable to Briggs's full-service, relationship-led advisory model.
- Carson Group: RIA platform and wealth management firm serving individual and business clients through affiliated advisors. Comparable as a partner-platform-style wealth advisory organization.
- Creative Planning: National RIA delivering wealth management, tax, estate, and business-owner services to HNW/UHNW households. Directly comparable on bundled advisory offerings and HNW client focus.
- Cetera Financial Group: Wealth management and advisory platform supporting independent RIAs and their HNW client bases. Comparable in offering affiliated advisors compliance, technology, and product infrastructure.
Broad incumbents
- Merrill Lynch Wealth Management: Bank-affiliated wealth franchise serving HNW and UHNW clients with integrated banking, lending, and advisory. Overlaps on full-service HNW advisory but with much broader distribution.
- Fidelity Wealth Management: Large incumbent wealth management franchise offering advisory, brokerage, and planning to a broad HNW client base. Comparable service portfolio but at vastly greater scale and brand reach.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Briggs Advisory Group social profiles
Digital presenceBriggs Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Briggs Advisory Group leadership team
Management profileNumber of profiles
Profiles7 records
Briggs Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Briggs Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Briggs Advisory Group
What does Briggs Advisory Group do?
Briggs Advisory Group is a privately held wealth advisory firm that provides investment management, retirement planning, and insurance strategy services to high-net-worth individuals and families, foundations and endowments, and business owners. The firm operates as part of Focus Partners Wealth, LLC within the Focus Financial Partners network, delivering personalized, fee-based financial advice through a small team of wealth advisors and client service staff.
Is Briggs Advisory Group a public or private company?
Briggs Advisory Group is a private company. It is classified as corporate owned and is currently operating.
When was Briggs Advisory Group founded?
Briggs Advisory Group was founded in 2002. It employs 1 to 10 people.
Where is Briggs Advisory Group based?
Briggs Advisory Group is headquartered in Lincoln, United States, in the North America region.
How does Briggs Advisory Group make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are Briggs Advisory Group's main competitors?
Emerging players on record are Personal Capital (now Empower Personal Dashboard) and Facet Wealth. Direct peers are SageView Advisory Group, Monarch Wealth Advisors, Mariner Wealth Advisors, Carson Group, Creative Planning and Cetera Financial Group. Broad incumbents are Merrill Lynch Wealth Management and Fidelity Wealth Management.
Does Briggs Advisory Group have an API?
No public API is recorded for Briggs Advisory Group.
What industry is Briggs Advisory Group in?
Briggs Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.