Capital Analysts

Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $4,400,630,164 in 17,582 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,401
    MILLION
  • Total Number of Accounts
    17,582
    ACCOUNTS
  • Average Account Value
    $250,292
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, AZ, 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 72 top financial advisors.
1
Ernest Albino
CRD#: 2523159
Tempe, AZ 85282

Ernest Albino (CRD# 2523159) is an Investment Advisor Representative working at Capital Analysts in Tempe, AZ and has over 20 years of experience in the finance industry.

2
Glenn S. Allan
CRD#: 2355947
Amherst, MA 01002

Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 26 years of experience in the finance industry.

3
Mark F. Andrews
CRD#: 4925055
Braintree, MA 02184

Mark Andrews (CRD# 4925055) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 12 years of experience in the finance industry.

4
Edward J. Berardi
CRD#: 6356260
Braintree, MA 02184

Edward Berardi (CRD# 6356260) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 5 years of experience in the finance industry.

5
John V. Blanchard
CRD#: 2496524
Braintree, MA 02043

John Blanchard (CRD# 2496524) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 25 years of experience in the finance industry.

6
Daniel L. Bonder
CRD#: 2518757
Cleveland, OH 44122

Daniel Bonder (CRD# 2518757) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 25 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.

7
Todd A. Bragg
CRD#: 4830520
Braintree, MA 02184

Todd Bragg (CRD# 4830520) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 12 years of experience in the finance industry.

8
Peter Brown
CRD#: 6356343
Braintreet, MA 02184

Peter Brown (CRD# 6356343) is an Investment Advisor Representative working at Capital Analysts in Braintreet, MA and has over 4 years of experience in the finance industry.

9
Jeffrey D. Campbell
CRD#: 2283382
Waltham, MA 02453

Jeffrey Campbell (CRD# 2283382) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 27 years of experience in the finance industry.

10
Ryan W. Carlin
CRD#: 4478256
Braintree, MA 02184

Ryan Carlin (CRD# 4478256) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 12 years of experience in the finance industry.

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