Top financial advisors in Fort Washington, PA
We've curated a list of the best financial advisors in Fort Washington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $7,683,446,139 Number of advisors 1294 advisors | |||
| 2 | Assets under management $6,139,096,577 Number of advisors 682 advisors | |||
| 3 | Assets under management $244,686,500 Number of advisors 25 advisors | |||
| 4 | Assets under management $180,436,880 Number of advisors 5 advisors | |||
| 5 | Assets under management $151,448,428 Number of advisors 7 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Fort Washington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Washington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Lincoln Investment
Lincoln Investment is a financial advisory firm based in Fort Washington, Pennsylvania. It currently has approximately $7,683,446,139 of assets under management and employs about 1294 people. Lincoln Investment uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$7,683,446,139 under management
1294 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Capital Analysts
Capital Analysts is a financial advisory firm based in Fort Washington, Pennsylvania. It currently has approximately $6,139,096,577 of assets under management and employs about 682 people. Capital Analysts uses a fee structure of a percentage of assets under your management and fixed fees.
$6,139,096,577 under management
682 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Thrive Capital Management, LLC
Thrive Capital Management, LLC is a fee-based investment management and financial planning firm founded in 2015. The firm offers discretionary asset management services, providing ongoing portfolio management based on individual investment goals, time horizons, objectives, and risk tolerance. Thrive utilizes model portfolios and may engage other third-party money managers. The firm also offers financial planning services on an hourly basis, covering various topics such as retirement analysis, estate planning, and investment-related tax planning. Clients are under no obligation to act upon the financial planning recommendations provided. Thrive does not require an account minimum and manages approximately $397.68 million in client assets as of December 31, 2024. Fees for asset management are tiered based on total assets under management, with additional fees for using third-party managers. Thrive does not receive external compensation for the sale of securities to clients and does not earn performance-based fees. The firm operates under a Code of Ethics, ensuring compliance with federal securities laws and acting in the best interest of clients. Thrive does not vote proxies on securities, and clients are encouraged to vote their own proxies. The firm has no known financial conditions impairing its ability to meet commitments to clients and has had no bankruptcy petitions in the past ten years.
$244,686,500 under management
25 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Prosperity Advisers, LLC
**Prosperity Advisers, LLC Summary:** **Background and Expertise:** Prosperity Advisers, LLC is a fee-only financial planning and investment advisory firm based in Pennsylvania, established in May 2016. Co-owned by Daniel and Lisa Barram, the firm specializes in providing investment supervisory services, ERISA plan services, and financial planning services. They offer discretionary asset management services, alternative investment asset management, and annuity management. Prosperity Advisers also provides services to qualified and non-qualified retirement plans, acting as a fiduciary under ERISA guidelines. **Consumer-Facing Terms:** - Minimum Initial Investment: No minimum to open an account. - Fee Structure: Annual investment advisory fee between 0.50% and 1.50% of assets under management, negotiable based on various factors. - Fiduciary Status: Operates under a fiduciary duty to act in the best interest of clients. - Investment Discretion: Clients authorize discretionary authority for investment transactions. - Investment Philosophy: Utilizes fundamental, technical, and cyclical analysis in security evaluation. **Advisory Business Description:** Prosperity Advisers offers financial planning services covering various aspects such as retirement planning, tax planning, and estate planning. They hold seminars and workshops to educate the public on investments. The firm does not receive external compensation for the sale of securities to clients and does not participate in performance-based fees. **Investment Strategy:** Investment strategies are tailored to individual client goals and objectives, with a focus on risk management. Clients are informed about potential risks associated with various investment programs. **Disciplinary Information:** Prosperity Advisers was sanctioned by the Kansas Securities Commission in August 2020 for transacting business without proper registration, resulting in a $500 fine. **Brokerage Practices:** The firm utilizes Charles Schwab as the broker-dealer for client transactions, based on factors such as low transaction fees and reporting ability. **Financial Information:** Prosperity Advisers does not serve as a custodian for client funds and has no financial conditions impairing its ability to meet commitments to clients. For more information, visit www.retirementprosperity.com or contact 267-405-6166. This summary is based on the information provided in the Form ADV Part 2 Disclosure Brochure of Prosperity Advisers, LLC dated February 26, 2025.
$180,436,880 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Equita Financial Network, Inc.
Equita Financial Network, Inc. is an investment adviser firm founded in June 2015 and registered with the U.S. Securities and Exchange Commission. The firm specializes in financial planning services covering areas such as retirement planning, risk management, college savings, and estate planning. Equita manages over $412 million on a discretionary basis and offers financial consulting and investment management services. Clients can receive financial planning on a fixed fee basis or hourly rate, with fees not exceeding $10,000 per plan or $500 per hour. For investment management services, fees range from 1.50% to 2.50% based on the account value. Equita does not offer performance-based fees or engage in side-by-side management. The firm acts as a fiduciary, putting clients' interests first, and does not have a minimum account size requirement. Clients have the option to choose their custodian and may grant discretionary authority for asset management. Equita maintains strict privacy policies to protect clients' nonpublic personal information.
$151,448,428 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Fort Washington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Washington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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