Best Financial Advisors in FORT WASHINGTON, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$8.8B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in FORT WASHINGTON
#1
100
THRIVE CAPITAL MANAGEMENT, LLC
FORT WASHINGTON, PA · Since 2020
$657M AUM13 clientsFee: 0%
FiduciaryFee-Only
#2
95
EQUITA FINANCIAL NETWORK, INC.
FORT WASHINGTON, PA · Since 2021
$391M AUM15 clientsFee: 0%
FiduciaryFee-Only
#3
75
CAPITAL ANALYSTS
FORT WASHINGTON, PA · Since 2012
$8.8B AUM667 clientsFee: 0%
FiduciaryFee-Only
#4
40
LINCOLN INVESTMENT
FORT WASHINGTON, PA · Since 1978
$22.0B AUM874 clientsFee: 0%
Broker-Dealer6 complaints
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FORT WASHINGTON?
The median advisory fee in FORT WASHINGTON, PA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.