Top advisors in Fort Washington
We’ve curated a list of the best financial advisors in Fort Washington, take a look at it below
Find an advisor in Fort Washington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,683,446,139 | 1294 advisors | ||
| 2 | $6,139,096,577 | 682 advisors | ||
| 3 | $244,686,500 | 25 advisors | ||
| 4 | $180,436,880 | 5 advisors | ||
| 5 | $151,448,428 | 7 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Lincoln Investment
Assets under management
$7,683,446,139
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
2. Capital Analysts
Assets under management
$6,139,096,577
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
3. Thrive Capital Management, LLC
Assets under management
$244,686,500
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
4. Prosperity Advisers, LLC
Assets under management
$180,436,880
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
5. Equita Financial Network, Inc.
Assets under management
$151,448,428
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
Your first meeting is free.