AdFi
CA

Capital Analysts

SEC Registered
Assets Under Management
$5B–$25B
Office Locations
26 offices
Total Accounts
23420

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Leadership

Thomas Forst
CHIEF EXECUTIVE OFFICER
Norman Mark Marr
CHIEF FINANCIAL OFFICER
Deirdre Broderick Koerick
CHIEF COMPLIANCE OFFICER
Thomas G Murphy
CHIEF OPERATIONS OFFICER
Stephen Thomas Mayhew
CHIEF INVESTMENT OFFICER
Inc. Lincoln Investment Group Holdings
OWNER

Office locations

26 offices in 14 states
PA
Fort WashingtonHQ
IL
Lombard
MA
Waltham
FL
Lutz
NC
Albemarle
WA
Renton
MI
Farmington Hills
CA
Woodland Hills
OH
Shaker Heights
MA
Braintree
OH
Cleveland
IN
Carmel
FL
Tallahassee
NY
Amherst
OH
Independence
NY
Bohemia
NY
Syracuse
MI
Royal Oak
NY
Rochester
AZ
Phoenix
KY
Union
FL
Land O Lakes
PA
Sewickley
PA
Bethlehem
NJ
Marlton
PA
Horsham

Advisors at this firm

Showing 100 of 633

Richard William Pinder
Investment Adviser Representative
Dual-registered
Howard Chester Aspacher
Investment Adviser Representative
Dual-registered
James Dimitrios Verros
Investment Adviser Representative
Dual-registered
James Paul Noe
Investment Adviser Representative
Dual-registered
Raymond Paul Clifford Jr
Investment Adviser Representative
Dual-registered
Ralph Christopher Tumolo
Investment Adviser Representative
Dual-registered
Lawrence Allen Hendershot
Investment Adviser Representative
Dual-registered
Todd Allen Peters
Financial Professional
Merrie Joy Leighton
Investment Adviser Representative
Dual-registered
Peter J Knapp
Investment Adviser Representative
Dual-registered
Michael John Dilullo
Investment Adviser Representative
Dual-registered
Virginia Tanner Harriett
Investment Adviser Representative
Dual-registered
Thomas H Watkins Jr
Investment Adviser Representative
Dual-registered
Donna Lee Wren
Investment Adviser Representative
Dual-registered
Steve Kent Shelgren
Investment Adviser Representative
Dual-registered
Eric Neil Hershman
Investment Adviser Representative
Dual-registered
Susan Marie Wanamaker
Investment Adviser Representative
Dual-registered
Robert Steven Weissbein
Investment Adviser Representative
Dual-registered
Brian David Haubenstock
Investment Adviser Representative
Dual-registered
Cynthia Lyn Perini
Investment Adviser Representative
Dual-registered
Andrew Anthony Buttelman
Investment Adviser Representative
Dual-registered
Pamela Jackson Middleton
Investment Adviser Representative
Dual-registered
Mark Lapsevich
Investment Adviser Representative
Dual-registered
Lorraine Friscia Rocamboli
Investment Adviser Representative
Dual-registered
Larry Travis Poole
Investment Adviser Representative
Dual-registered
Donald Domine Tiburzi
Investment Adviser Representative
Dual-registered
Brian James Hamlin
Investment Adviser Representative
Dual-registered
Jerald Clarence Wozniak
Investment Adviser Representative
Dual-registered
Patrick Jeffrey Furnari
Investment Adviser Representative
Dual-registered
Harry Samuel Forst
Investment Adviser Representative
Dual-registered
Leonard Joseph Rizzotti
Investment Adviser Representative
Dual-registered
Jeffrey David Kney
Investment Adviser Representative
Dual-registered
Neil Ray Waxman
Investment Adviser Representative
Dual-registered
Mark Daniel Knox
Investment Adviser Representative
Dual-registered
Lori Seely Campbell
Investment Adviser Representative
Dual-registered
Mark William Conomos
Investment Adviser Representative
Dual-registered
Hugh Boyce Roberts
Investment Adviser Representative
Dual-registered
Michael John Pesendorfer
Investment Adviser Representative
Dual-registered
William Harry Wilson
Investment Adviser Representative
Dual-registered
John Roland St Marie Jr
Investment Adviser Representative
Dual-registered
Robert Alan Miller
Investment Adviser Representative
Dual-registered
Christine Anita Fogg
Investment Adviser Representative
Dual-registered
Juliane Ann Lee
Investment Adviser Representative
Dual-registered
Ronald Ira Posnack
Investment Adviser Representative
Dual-registered
Dale Rubin
Investment Adviser Representative
Dual-registered
Jeffrey John Flamman
Investment Adviser Representative
Dual-registered
James Hosty McGovern
Investment Adviser Representative
Dual-registered
Ronald Robert Covington
Investment Adviser Representative
Dual-registered
Ross Alexander McLaurin
Investment Adviser Representative
Dual-registered
Brian Edward Feuer
Investment Adviser Representative
Dual-registered
Stewart Allen Jacobson
Investment Adviser Representative
Dual-registered
Daniel Carmen Danese
Investment Adviser Representative
Dual-registered
Jeffrey Edward Faller
Investment Adviser Representative
Dual-registered
Bernard Edward Comber Jr
Investment Adviser Representative
Dual-registered
Robert Thomas Castellani Sr
Investment Adviser Representative
Dual-registered
Domingos Alexander Noya
Investment Adviser Representative
Dual-registered
Jonathan Hare Wilt
Investment Adviser Representative
Dual-registered
Todd David Stout
Investment Adviser Representative
Dual-registered
Jerome Christopher Garrett
Investment Adviser Representative
Dual-registered
Thomas Arther Maxey
Investment Adviser Representative
Dual-registered
Myra Leslie Rosenblatt
Investment Adviser Representative
Dual-registered
Donald Lee Moore Sr
Investment Adviser Representative
Dual-registered
Thomas Ehrler Hoffman
Investment Adviser Representative
Dual-registered
Joseph Michael Nelson
Investment Adviser Representative
Dual-registered
Donald Ford Hadley III
Investment Adviser Representative
Dual-registered
Allan Louis Dunlap
Investment Adviser Representative
Dual-registered
Marc Alan Silverstein
Investment Adviser Representative
Dual-registered
Deborah Anna Hinten
Investment Adviser Representative
Dual-registered
Steven Douglas Fisher
Investment Adviser Representative
Dual-registered
Alexander John Rasky Jr
Investment Adviser Representative
Dual-registered
Alberto Eduardo Gaglianese
Investment Adviser Representative
Dual-registered
Kathryn Collie Diduch
Investment Adviser Representative
Dual-registered
Victoria Ann McDonald
Investment Adviser Representative
Dual-registered
Gilberto Arias Jr
Investment Adviser Representative
Dual-registered
Reginald Bruce Grandjean
Investment Adviser Representative
Dual-registered
Thomas Michael Pontrello
Investment Adviser Representative
Dual-registered
Robert Francis Rano Jr
Investment Adviser Representative
Dual-registered
James Edward Gaydosh
Investment Adviser Representative
Dual-registered
Raymond Peter Donnelly
Investment Adviser Representative
Dual-registered
Daniel Ernest Hernandez
Investment Adviser Representative
Dual-registered
Patrick Joseph Forst
Investment Adviser Representative
Dual-registered
Thomas Joseph Price
Investment Adviser Representative
Dual-registered
James Raymond Conner
Investment Adviser Representative
Dual-registered
Phillip Carlton Burnette
Investment Adviser Representative
Dual-registered
Deborah Edelle James
Investment Adviser Representative
Dual-registered
Akhtar Zan Sattar
Investment Adviser Representative
Dual-registered
Thomas Jeremiah McCarthy
Investment Adviser Representative
Dual-registered
Kenneth Bruce Swansegar
Investment Adviser Representative
Dual-registered
Daniel James Thill
Investment Adviser Representative
Investment Adviser Representative
Mark Ronsini
Investment Adviser Representative
Dual-registered
Harold Jeffrey Hill
Investment Adviser Representative
Dual-registered
Mark Anthony Ciulla
Investment Adviser Representative
Dual-registered
Joseph John Caterina Jr
Investment Adviser Representative
Dual-registered
Brian Joseph Hill
Investment Adviser Representative
Dual-registered
Daniel William Dovan
Investment Adviser Representative
Dual-registered
Debra Ann Friend
Investment Adviser Representative
Dual-registered
Steven Michael Wylam
Investment Adviser Representative
Dual-registered
Louis Anthony Deppas
Investment Adviser Representative
Dual-registered
Robert Eugene Cates
Investment Adviser Representative
Dual-registered
Colleen Kit Callahan
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#162200
SEC Number
801-74614
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee
Asset tierAnnual rate
First $500,0000.15%
Next $500,0000.12%
Next $1,000,0000.10%
Over $2,000,0000.08%

Data as of July 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Capital Analysts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Capital Analysts in Fort Washington, PA - Fees & Services