How many financial advisors are in Fort Washington, Pennsylvania?

Falists lists 6 registered investment advisers with a principal office or filing address in Fort Washington, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Fort Washington charge fees?

Fee structures vary by firm. In Fort Washington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Fort Washington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 6 advisers

Financial Advisors in Fort Washington, Pennsylvania

Looking for a financial advisor in Fort Washington, Pennsylvania? Falists indexes 6 SEC-registered and state-registered investment advisers in Fort Washington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $21.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$21.99B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement4 Institutional3

Top advisors in Fort Washington

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

LINCOLN INVESTMENT

Fort Washington, PA

AUM

$21.99B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

874 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

215-887-8111

Full profile Visit site →

CAPITAL ANALYSTS

Fort Washington, PA

AUM

$8.77B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

667 advisors

Clients

Fees

Percentage of AUM; Fixed fees

800-242-1421

Full profile Visit site →

THRIVE CAPITAL MANAGEMENT, LLC

Fort Washington, PA

AUM

$656.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM; Hourly charges

800-516-5861

Full profile Visit site →

EQUITA FINANCIAL NETWORK, INC.

Fort Washington, PA

AUM

$391.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

15 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

800.604.0176

Full profile Visit site →

BARRISTER

Fort Washington, PA

AUM

$97.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(800)465-8140

Full profile Visit site →

BANCROFT CAPITAL, LLC

Fort Washington, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

484-546-8000

Full profile Visit site →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Fort Washington, Pennsylvania?: 6 registered investment advisers are listed in our Fort Washington directory, sourced from public SEC filings.
What types of advisors are in Fort Washington?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Fort Washington?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.