Capital Analysts

Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $3,420,439,209 in 13,416 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,420
    MILLION
  • Total Number of Accounts
    13,416
    ACCOUNTS
  • Average Account Value
    $254,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Capital Analysts
Showing 1 - 10 of 62 top financial advisors.
1
James C. Shannon
CRD#: 6199656
10 Forbes Rd. West, Braintree, MA 02184
100
Wealthminder
score

Jim joined KAF Financial Advisors in September 2014.  After completing coursework in the Financial Planning Program at Boston University's Center for Professional Education, Jim earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.  He is a registered representative and investment advisor representative.

 

Jim graduated from Georgetown University in 2005 with a degree in Finance from the McDonough School of Business.  Following Georgetown, Jim began a career with Thomson Reuters in their Capital Markets Surveillance group.  In that role, Jim was tasked with advising Fortune 500 companies with their investor relations function.  After over eight years with Thomson Reuters, Jim decided his real passion was in advising individuals and small to medium-sized businesses rather than institutions.  This led Jim to UBS Financial Services, Inc. where his main focus was holistic financial planning.

 

Jim works with Thomas McCarthy in helping successful individuals, families, and business owners in various aspects of financial planning.

 

Jim lives in Quincy, MA.  He is an avid fan of his beloved Georgetown Hoyas and proudly supports all Boston teams.

2
Glenn S. Allan
CRD#: 2355947
20 Gatehouse Rd, Amherst, MA 01002
96
Wealthminder
score

Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 24 years of experience in the finance industry.

3
Daniel L. Bonder
CRD#: 2518757
25800 Science Park Drive, Ste 100, Cleveland, OH 44122
96
Wealthminder
score

Daniel Bonder (CRD# 2518757) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 23 years of experience in the finance industry. Daniel Bonder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Bryan J. Costin
CRD#: 4494532
35954 Center Ridge Road, North Ridgeville, OH 44039
96
Wealthminder
score

Bryan Costin (CRD# 4494532) is an Investment Advisor Representative working at Capital Analysts in North Ridgeville, OH and has over 15 years of experience in the finance industry. Bryan Costin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Christopher M. Duffy
CRD#: 4141081
1266 Furnace Brook Pkwy, Quincy, MA 02169
96
Wealthminder
score

Christopher Duffy (CRD# 4141081) is an Investment Advisor Representative working at Capital Analysts in Quincy, MA and has over 17 years of experience in the finance industry. Christopher Duffy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Thomas M. Genco
CRD#: 2957076
1422 Euclid Avenue, Ste 801, Cleveland, OH 44115
96
Wealthminder
score

Thomas Genco (CRD# 2957076) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 19 years of experience in the finance industry. Thomas Genco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mildred E. Hall
CRD#: 1498856
8160 Baymeadows Way West, 3 Rd Floor Ste 310, Jacksonville, FL 32256
96
Wealthminder
score

Mildred Hall (CRD# 1498856) is an Investment Advisor Representative working at Capital Analysts in Jacksonville, FL and has over 31 years of experience in the finance industry. Mildred Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brian J. Hill
CRD#: 1698222
1266 Furnace Brook Pkwy, Quincy, MA 02169
96
Wealthminder
score

Brian Hill (CRD# 1698222) is an Investment Advisor Representative working at Capital Analysts in Quincy, MA and has over 30 years of experience in the finance industry.

9
Michael P. Hourigan
CRD#: 2730741
51 Sawyer Rd., Suite 210, Waltham, MA 02453
96
Wealthminder
score

Michael Hourigan (CRD# 2730741) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 21 years of experience in the finance industry. Michael Hourigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Tamara L. Indianer
CRD#: 2621501
95 Sawyer Road, Suite 430, Waltham, MA 02453
96
Wealthminder
score

Tamara Indianer (CRD# 2621501) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 22 years of experience in the finance industry. Tamara Indianer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.