Dartmouth, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sowell Management
Multi-team
Firm-wide stats for Sowell Management
About
Sowell Management is a multi-team registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, corporations and other RIAs with discretionary and non‑discretionary portfolio management, financial planning and retirement‑plan advisory services. The firm operates through an independent‑contractor model of over 100 IARs and also provides ancillary business support to those IARs such as trading, compliance, technology and back‑office services.
Portfolios are typically constructed from mutual funds, ETFs and individual equity and debt securities and the firm employs multiple management styles (strategic and tactical allocation, individual equity selection and customized portfolio design) including model portfolios such as the Sowell Visionary Allocation Strategies (created with Goldman Sachs) and sub‑advisory relationships with firms like Affinity and Rayliant. Sowell also offers third‑party manager selection, unified managed account (Flex) solutions delivered via platforms such as GeoWealth/Adhesion and Envestnet, and the ability to manage held‑away accounts through Pontera.
Sowell’s ADV includes multiple recent material amendments — noting ownership information, additions and changes to sub‑advisory arrangements, revenue‑sharing with Rayliant, the Sowell Visionary Models, and disclosure that some IARs make unaffiliated private funds available (sometimes white‑labeled) — items the firm flags as potential conflicts of interest. The firm also discloses affiliated non‑investment activities (Sowell Insurance Services) and a professional services agreement with Advanced Planning Group for tiered estate/tax planning, and notes that some IARs operate separate business entities that may include attorney or CPA practices, a mix of relationships that is less common among peers.
Based on Sowell Management
Expertise
Based on Sowell Management
Location
84 Faunce Corner Rd
Dartmouth MA 02747
Advisors at this office
3
Advisors at this office
Randi G
Series 66, Series 65
Dartmouth, MA
Sowell Management
Randi Gibbons is a financial advisor at Sowell Management with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at AE Wealth Management LLC, Arbor Insurance - USA Wealth Group Inc., and Woodbury Financial Services, Inc. Before her advisory career, she was involved in retail and consignment businesses. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through an independent-contractor model of over 100 IARs, employing multiple management styles and model portfolios including collaborations with Goldman Sachs.
Tayla V
Series 65
North Dartmouth, MA
Sowell Management
Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.
Nicholas D
Series 65, Series 63
Dartmouth, MA
Sowell Management
Nicholas Daddona is a financial advisor at Sowell Management with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sowell Management since 2026. He is also the owner and president of Southcoast Insurance Group, a role he has held since 2013. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors.
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