Bala Cynwyd, PA Office

Team
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Capital Analysts

Multi-team

Firm-wide stats for Capital Analysts

Total advisors

52

Across 257 offices

Clients per advisor

300 Very High

Avg AUM per client

$540,083 Typical

HNW client ratio

19% Typical

About

Capital Analysts serves a broad client base that includes individual and high‑net‑worth investors, employer‑sponsored retirement plans, trusts, foundations, charitable organizations and corporate clients, and it also works with trust companies and third‑party advisers. The firm delivers discretionary and non‑discretionary portfolio management through both wrap and non‑wrap programs, advisor‑managed model and custom portfolios, access to third‑party managers, and ERISA retirement plan advisory services.

Investment decisions for Capital Analysts’ managed programs are driven by an in‑house Investment Management & Research (IM&R) team that operates discretionary CAAMS model portfolios and uses a proprietary mutual‑fund screening process called CAPSL; advisors may provide client consultation, custom portfolios or select third‑party managers depending on the engagement. The firm describes its fiduciary role for advisory accounts, offers automated rebalancing and tax‑aware or managed‑volatility options, and differentiates between full and limited discretionary authority in client agreements.

Compared with many enterprise peers, Capital Analysts highlights several less common arrangements: a close affiliation with Lincoln Investment and detailed custodial and revenue‑sharing agreements with Pershing/BNY that affect sweep products and share‑class selection, and a firm model in which many independent advisors may offer outside business activities — including real estate and insurance — alongside advisory services. The firm manages roughly $8.8 billion through a network of several hundred advisors and frames financial and life planning as advisor‑provided consultation “as requested” rather than a separately packaged, firm‑wide financial planning product.

Based on Capital Analysts

Location

Two Bala Plaza, Suite 803

Bala Cynwyd PA 19004

Advisors at this office

2

Advisors at this office

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Alexander S

Series 66

Bala Cynwyd, PA

Capital Analysts

Alexander Snyman is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, and previously held roles at Barilotti Wealth Strategies and Eagle Strategies. Snyman is also appointed as an insurance agent, brokering fixed insurance with outside carriers. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team using proprietary screening methods, and it maintains a close affiliation with Lincoln Investment.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Robert M

ChFC®, Series 63, Series 65

Bala Cynwyd, PA

Capital Analysts

Robert Miller is a financial advisor at Capital Analysts with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Miller has been with Capital Analysts since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory role, he serves on charitable and community boards including the Jewish Federation of Greater Philadelphia, Congregation Beth Or’s Endowment Committee, and Boys Town Jerusalem, and he is president and owner of an insurance sales firm specializing in life, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm’s investment decisions are led by an in-house team using proprietary portfolio models and screening processes, offering discretionary and non-discretionary management alongside third-party manager access and ERISA retirement plan advisory services.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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