Capital Analysts

Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $6,286,886,486 in 19,951 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,287
    MILLION
  • Total Number of Accounts
    19,951
    ACCOUNTS
  • Average Account Value
    $315,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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 31 - 40 of 65 top financial advisors.
31
Jake J. Marty
CRD#: 6813906
5016 S. Ash Avenue, Suite 103, Tempe, AZ 85282

Jake Marty (CRD# 6813906) is an Investment Advisor Representative working at Capital Analysts in Tempe, AZ and has over 5 years of experience in the finance industry.

32
Timothy McAloon
CRD#: 6290725
1266 Furnace Brook Pkwy, Suite 300, Quincy, MA 02169

Timothy McAloon (CRD# 6290725) is an Investment Advisor Representative working at Capital Analysts in Quincy, MA and has 1 year of experience in the finance industry.

33
Thomas J. McCarthy
CRD#: 1627868
35 Braintree Hill Office Park, Suite 400 & 405, Braintree, MA 02184

Thomas McCarthy (CRD# 1627868) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 36 years of experience in the finance industry.

34
Jay J. Merrill
CRD#: 5719089
57 Cedar Street, Worcester, MA 01609

Jay Merrill (CRD# 5719089) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.

35
Kevin A. Morse
CRD#: 2129659
35 Braintree Hill Office Park, Suite 400, Braintree, MA 02184

Kevin Morse (CRD# 2129659) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 32 years of experience in the finance industry.

36
Matthew A. Palmgren
CRD#: 5697296
57 Cedar Street, Worcester, MA 01609

Matthew Palmgren (CRD# 5697296) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.

37
Eric R. Paradis
CRD#: 2850731
78 Faunce Corner Mall Rd., Suite 515, Dartmouth, MA 02747

Eric Paradis (CRD# 2850731) is an Investment Advisor Representative working at Capital Analysts in Dartmouth, MA and has over 27 years of experience in the finance industry.

38
Mandie J. Peters
CRD#: 5161049
1522 Coldwater Reserve Crossing, Severn, MD 21144

Mandie Peters (CRD# 5161049) is an Investment Advisor Representative working at Capital Analysts in Severn, MD and has over 16 years of experience in the finance industry.

39
Robert W. Pryor
CRD#: 6698092
20 Gatehouse Road, Amherst, MA 01002

Robert Pryor (CRD# 6698092) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 7 years of experience in the finance industry.

40
Gregory G. Randall
CRD#: 2143449
25825 Science Park Drive, Ste 110, Cleveland, OH 44122

Gregory Randall (CRD# 2143449) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 32 years of experience in the finance industry.

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