Firms by city
Registered investment advisers in Fort Washington, PA
One SEC-registered adviser headquartered in Fort Washington, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Lincoln Investment PlanningCRD 519 | Fort Washington, PA | $21.99B | 874 | 138,369 |
Lincoln Investment PlanningCRD 519$21.99B
- Headquarters
- Fort Washington, PA
- Advisory staff
- 874
- Clients
- 138,369
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Fort Washington on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.