Fiduciary advisors in Fort Washington, PA

4 registered advisers

Individual investors in Fort Washington have access to 4 locally based, SEC-registered fiduciary advisors. 3 operate strictly fee-only, with no compensation from product manufacturers.

CAPITAL ANALYSTS

Fee-OnlyAlso Compensated via Product Sales
Fort Washington, PennsylvaniaCRD #162200
Typical Fee1.25%
AUM$8.7B
Minimum$3M
Clients26,578

EQUITA FINANCIAL NETWORK, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Washington, PennsylvaniaCRD #277031
Typical Fee--
AUM$412M
Minimum--
Clients1,476

LINCOLN INVESTMENT

Also Compensated via Brokerage
Fort Washington, PennsylvaniaCRD #519
Typical Fee0.10%
AUM$18.9B
Minimum--
Clients201,292

THRIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Fort Washington, PennsylvaniaCRD #281347
Typical Fee--
AUM$398M
Minimum--
Clients2,494
Fiduciary Advisors in Fort Washington, Pennsylvania | FiduciaryListings