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Best financial advisors in Chevy Chase, DC

Registered advisers within 25 miles of Chevy Chase, DC.

Offices
1,927
Firms
786
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,362 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
MG CAPITAL PARTNERS, LLC
TRUIST ADVISORY SERVICES, INC.
HARMONIC GROWTH PARTNERS, LLC
LIFEFORCE CAPITAL MANAGEMENT, LLC
VEDA INVESTMENT GROUP, LLC
WEST CREEK CAPITAL
ITHAKA FINANCIAL PLANNING, LLC
JASPER CAPITAL MANAGEMENT, L.P.
PERSONAL FINANCIAL PARTNERS
RBC CAPITAL MARKETS, LLC
FARTHER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JUGGERNAUT MANAGEMENT, LLC
BLACK CHAMBER PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Adriana Munoz
ALI AZAM
TIMOTHY NICHOLAS HUCKO
CARLOS A RUIZ
ANDRE STUBBS
VICTORIA EBONY MARTIN
TIMOTHY LAWRENCE TRIMBLE
KATHLEEN YVONNE FEENEY
Jose Alberto Sobrado
TOMER SHOVAL
CARMEN LEANN WOODSON
CAROLYN NUNEZ
Sergio Federico Abarca Fuente
MINDY JOY HENDAWI
MICHAEL RONALD CICH
VITTORIO ALTAVAS
CARTER JOSEPH BIDWICK
GARY BRIAN CARSON
John Oliverio
Maliha M Bukhari
SUSAN HAWES STEWART
RENEE MICHELLE FLORO
WILLIAM DOUGLAS FORT
THEODORE STANISLAUS BLANCHARD
MRUNAL JATIN PATEL
MATTHEW CHARLES MILLER
CANDACE JOYCE HEDGEPETH-KIM
CAMPBELL M WRIGHT
DANIEL AARON SLACTER
LUBNA HASAN QURESHI
Sophia Alexis Hurrell
KRISTIN EMILIA PFEIFFER
Joanne Sarah Yecies
Christine E Pisano
Emily A Fennell
Stephanie Hernandez
Kevin Barrett Treacy
Brandon Joseph Levenson
WARREN BUCKLEY BISCHOFF
JOHN THOMAS GEROLD
SALLY ANN KIRKPATRICK
BERNARD SUISSA
MELANIE MCUMBER FOLSTAD
TAYLOR ERIN STEWART
MEGAN W KESSLER
John Fawcett O'Donnell
Julia R Watt
ANN MARIE ELIZABETH ETERGINO
STEVEN SCOTT ROSS
KATHERINE STCHARLES CLARK
JAMES BERG PARAGAMIAN
MICHAEL PATRICK BERENS
SUZANNE EILEEN SWEENEY
M THOMAS PABLO
ANDREW HENRY LENICH
Jairo Lorenzo Villatoro

Within 25 miles of Chevy Chase, DC, Best Investors lists 786 registered investment advisory firms with 1,927 offices nearby, managing about $21.4T in combined regulatory AUM across 4,010,362 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Chevy Chase

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM