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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, FORT WASHINGTON
5 advisers found
CAPITAL ANALYSTS
Fort Washington, PA
AUM
$8.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
667 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-242-1421
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
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
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