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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

ROSSBY FINANCIAL, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
BLUESTONE® FINANCIAL ADVISORS, LLC
FAMILY OFFICE RESEARCH, LLC
EPIDAREX CAPITAL MANAGEMENT LLC
COUNCILOR WEALTH LLC
BEYOND FINANCIAL PLANNING, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CWM, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BLAUVELT CAPITAL ADVISORS LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Gary Paul Diegert
FRANCES ANN TOLER
Gulielma Leonard Fager
Hazel Toler
ERIC THOMAS MANGASARIAN
MICHAEL JAMES LEASURE
STEPHEN SCOTT KRETER
David Johnson
ANDREW SCOTT COSGROVE
Morgan Alexandra Freund
SEAN MOREHOUSE MCELHANEY
SCOTT MATTHEW FREUND
Reema Ambrish Patel
Abbie Niehoff Frishman
GREGORY MICHAEL ESTES
JUDITH PARMELEE BARNHARD
DEBORA ELLEN MAY
STEVEN SCHLEUPNER
STEPHANIE LYNN ANDERSON
DREW MICHAEL CULVER
MICHAEL FRANKLIN BREADY
DANIEL LEO GORDON
JOEL STANLEY GOLDBERG
J. HUNTER HART
EUGENE NORMAN DANILLER
MARC SCOTT SCHLIEFER
MICHAEL SEAN BERISS
DAVID JOHN MUNSON
Kyle Samuel Schliefer
Byron C Hildebrand
MICHAEL GILBERT REESE
PABLO IGNACIO MOLINA
MAX JOAQUIN MOLINA
Antonio Lemount Thomas
Eric Daegun Han

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