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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

MERCER GLOBAL ADVISORS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
WASHINGTON SECURITIES CORPORATION
HERITAGE INVESTORS MANAGEMENT CORP
BULL HARBOR CAPITAL LLC.
MML INVESTORS SERVICES, LLC
IMPACTASSETS CAPITAL PARTNERS PB LLC
HOUSTOUN CAPITAL MANAGEMENT, INC.
OSAIC WEALTH, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC.
LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC
GLASSY MOUNTAIN ADVISORS, INC.
NOORDZEE CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIGHTOWER ADVISORS, LLC
GOLDEN WEALTH STRATEGIES

Investors

FRANCES ELLEN GOLDMAN
Halida Sher
Andrea Lynn Dykes
DANIEL THOMAS MCHUGH
JAMES ROBERT JONES
HENRY BRUCE ABBOTT
LAURA L MCAREE
SCOTT B WILSON
DEREK ROBERT STONE
MICHAEL STEWART CORNFELD
BRIAN MICHAEL CURTIN
CRAIG L LUKIN
KENNETH JAMES LONG
ANDREW MARC SCHENKER
TAYLOR JASON FUCCI
BRIAN ANDREW GARDNER
Jacob Matthew Thompson
JUSTINE PERDOMO
KRISTIN MARIE NIEDERMEYER
COSMO LAURINO
CHAD JEFFREY MCMAINS
IAN M GROVE
MITCHELL VANN KING
MATTHEW G LIPSCOMB
VICTORIA REEVES SHUBERT
DANIEL A SALAZAR
Carolyn D Weldon
Nicholas Robert Winters
JASON DANIEL HUGGINS
Brandyn Tylar Polmateer
VINCENT MICHAEL D ADDONA
Victoria Morin
John B Troy
Isabella M Brunk
Matthew J Grace
JAMES BANKS BROWN
Matthew Louis Gagnon
Andrew Hunt Thorsten
Denise J Daley
L Maurice Rowe
MICHAEL DAVID LYUBINSKY
VINCENT JAMES VAGHI
Daniel Tobik
Francis Claiborne Hawkins
RICHARD ALEXANDER HOUSTOUN
CHRISTOPHER DAVID ROCKEY
JASON WRIGHT
ROBERT JOHN GOLE
GREGORY S PANG
VINCENT JONATHAN BARRETT
Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY
Brian Hawthorne-Codato
William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER
MICHAEL HARTMAN
SUSAN ELLEN TOOKER
DEAN CHRISTOPHER DAGNOLI
MOHAMED MAHMOUD SHOUKR
PAUL HOFMANN
JEFFREY LAWRENCE MUNSON
DANIEL TREANOR
LINDA KAY WHITTINGTON
SCOTT M GIBSON
THOMAS PALAZZO
JANE MARIE KUNAK
BRANDON KAPE
ANTONIO MIQUEL PRICE
JUSTIN PATRICK SAUR
CONNOR CARPENTER
CORMAC JOHN FORAN
PATRICIA K VAN KIRK
SANDRA JANE VECERE
CHRISTOPHER DOLAN ANDREWS
DOMINICK GIOVANNONE
MARK ROSS SICILIA
SCOTT FRANCIS MCLAUGHLIN
BARBARA PAIGE
LESTER WALKER DENNIS
CHRISTOPHER PATRICK KELLY
AL DOMINIC RAIA
FRANK PETER SCICCHITANO
RONNIE STEVEN CRITELLI
BRAD STEVEN PALENT
JAMES MCCARTHY
GABRIEL DAVID SIMON
MARIE JOY ESTANISLAO LOMIBAO
JAMES M SHEA
GEORGE H HOCKER
BRIAN DAVIES
JOSEPH PAUL HANNEY
ANDREW CHARLES HAHN
CORY DALE CHAMBERS
PETER JACKOWITZ
JENNIFER LANE ENGELHARDT
THOMAS EDWARD FAUTREL
JOHN JOSEPH EDWARD PAGANO
BRANDON LARRY CAULEY
CHRISTINE SAUER
STEVE T OTTEN
SUMMER RYAN GIGLIOTTI
BRYN STEWART MARKEY
CRAIG LEE MARTIN
JAMES NEAL WASHINGTON
MICHAEL ALEXANDER LEVITSKY
SEAN PHILIP KIRBY-SMITH
BRETT JARROD LESCHACK
JAMES BERNARD BROCKETT
NICHOLAS KANE SHEALY
PATRICK J NOLAN
WILLIAM MACKAY NOLAN
KEVIN JAMES SHULTIS
NICHOLAS GARCIA
JEREMY EDWARD BARTO
ELIJAH SEVI ROJAS
BRYCE TUCKER JOYNER
MASON WILLIAM RUSH
RAYMOND VEGA
JOHN ANDREW TIRRELL
DAVID HOLDSWORTH
GEORGE CELESTINO CABALU
PAUL HENRY CARLSON
MATTHEW BLISS LANE
STEPHEN BARTO
DANIEL J BAVUSO
DOUGLAS BRANT STEAD
STEVEN NUETZEL
MARK RYAN PHILLIPS
ANTHONY COLLORA
WENDY STEWART MARKEY
PACITA DEVERA
CHRISTOPHER CALABRESE
BRENT MCTAGGART
DONALD DEARIE
VIRGINIA ANNE KOONTZ
RYAN GUTOWSKI
Emily A Landerholm
JOHN MACRAE BENJAMIN
DAYNA MASON
ALEXANDER SIMET
GARY JOSEPH PARESE
DAVID EDWARD WAITE
BRANDON NICHOLAS TROIANO
MATT X HANLEY
BRANDON RICHARD MAHLER
CRAIG GAYHARDT
KERRY ANN ZAVORY
KEVIN A TOOHILL
NORENA DAHL HOWARD
ALEXANDER ALMAHDI ELJDID
Margaret McLaughlin
DAVID BINGHAM CLAPP
MICHAEL JAMES CASSELLA
JACQUELINE BARTELS
VICTOR JOHN ROSATI
CHRISTOPHER HAYBURN
KYLE F. HUBLITZ
JASON MCTAGGART
MATTHEW E POWER
MICHAEL HOWARD BOYD
KATRINA DEANNE ELLIS
DAVID ALAN ANDERSON
JOANN JOICE SHYTLE
MARY HEATHER GRAVELLE
ZACHARY RYAN GREEN
MITCHELL JAMES GRAVELLE
JEFFREY SCOTT SHARPE
STEVEN MACLEN BONAVITA
ANA BACKA
RYAN NATHANIEL RUSSO
JACQUELINE LONNERDAL
VICTORIA LYNN HARRELL
EVAN IVES NOWACK
LEAH JANE JONES
ERICK JOHN ROSHELLI
JEFFREY ELLIOTT LEVENTHAL
STEPHEN R ROSEN
DEBORAH ZASSENHAUS ENGLE
Aliexander Parker
Jaqueline Von Schadeck

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