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 76 top financial advisors.
1
Glenn S. Allan
CRD#: 2355947
20 Gatehouse Rd, 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.

2
Aaron M. Alonzo
CRD#: 2957273
Alonzo Financial Services, 4514 East Camp Lowell Drive, Tucson, AZ 85712

Aaron Alonzo (CRD# 2957273) is an Investment Advisor Representative working at Capital Analysts in Tucson, AZ and has over 22 years of experience in the finance industry.

3
Walter R. Altorfer
CRD#: 2753032
Cave Creek, AZ

Walter Altorfer (CRD# 2753032) is an Investment Advisor Representative working at Capital Analysts in Cave Creek, AZ and has over 23 years of experience in the finance industry.

4
Mark F. Andrews
CRD#: 4925055
35 Braintree Hill Office Park - Ste 204, 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.

5
Edward J. Berardi
CRD#: 6356260
10 Forbes Rd West, Suite 240, 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.

6
John V. Blanchard
CRD#: 2496524
35 Braintree Hill Office Park, Suite 204, Braintree, MA 02184

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.

7
Daniel L. Bonder
CRD#: 2518757
25825 Science Park Drive, Ste 110, 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.

8
Todd A. Bragg
CRD#: 4830520
35 Braintree Hill Office Park, Suite 204, 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.

9
Peter Brown
CRD#: 6356343
10 Forbes Road, Suite 240, 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.

10
Jeffrey D. Campbell
CRD#: 2283382
95 Sawyer Road, Suite 430, 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.

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