AdvisorGrade

Financial advisers in Fort Washington, PA

4 registered investment adviser firms in Fort Washington managing $31.8B in assets, based on public SEC Form ADV filings.

Lincoln Investment

Fort Washington, PA · Est. 1978

NationalInternational
Fee-based
AUM
$22.0B
Per adviser
$25M
Advisers
874

Capital Analysts

Fort Washington, PA · Est. 2012

NationalInternational
Fee-based
AUM
$8.8B
Per adviser
$13M
Advisers
667

Thrive Capital Management, LLC

Fort Washington, PA · Est. 2020

Regional
Fee-only
AUM
$657M
Per adviser
$51M
Advisers
13

Equita Financial Network, INC.

Fort Washington, PA · Est. 2021

RegionalInternational
Fee-based
AUM
$391M
Per adviser
$26M
Advisers
15

No reported disclosures