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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

BROWN ADVISORY
FOCUS PARTNERS WEALTH, LLC
HILLMAN CAPITAL MANAGEMENT INC
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC
EDGEMOOR INVESTMENT ADVISORS, INC.
NORTHLANE CAPITAL PARTNERS
INVESTABLY LLC
ROCKEFELLER FINANCIAL LLC
MV CAPITAL MANAGEMENT, INC.
TRUMBOWER FINANCIAL ADVISORS LLC
ABRAMS BISON INVESTMENTS, L.L.C.
ALIKOS WEALTH MANAGEMENT, LLC
MIDDLETON ADVISORY
LPL FINANCIAL LLC
ALLRIDGE WEALTH MANAGEMENT, INC
SNOWDEN CAPITAL ADVISORS LLC
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CHEVY CHASE TRUST COMPANY
ASB CAPITAL MANAGEMENT LLC
TORRAY INVESTMENT PARTNERS LLC

Investors

JOHN THURSTON BEATY
GLEN MICAEL LAMBINICIO
RAYMOND G MCCLURE
NINA RAMO MITCHELL
DAVID JASON OLSON
ANSWAN DEMOND JOHNSON
WHITNEY DENISE TURNER
MICHAEL CAMERON O'LEARY
Sarah Eatman Kyle
Oscar Antonio Cornejo
Simeon Spruill
MARK ALAN HILLMAN
LINDSEY GRIFFITH VAUGHAN
STEVEN D LAROSA
PAUL PATRICK MEEHAN
GAY SHEPARD TRUSCOTT
PHILIPP BRIAN BENTLEY
Bryce Isaiah Sistrunk-Lewis
Michelle B Gordon
ANDREW MICHAEL KARR
JACKSON KEITH TRAXLER
Shane Timothy Twomey
THURA KYAW AUNG
JACK STEVEN MUTCHNIK
Daniel Guadalupe
MARK EVANS UNDERWOOD
COURTNEY VIRGINIA VOJDANI
ARIAN A VOJDANI
HEATH ALLEN BREWER
MICHAEL RAYMOND PERHAC
CHRISTINA LYNN BRESNAN
BRAD CHRISTOPHER NEUMANN
Robert Jonathan Speece
VICTORIA MARTHA TRUMBOWER
DAVID LANE MIDDLETON
Robert Keller
RICHARD WARREN ALLRIDGE
WILLIAM KEITH MAYO
LAWRENCE PETER FISHER
CLAIRE VIRGINIA VOORHEES
HENRY KINGSLAND ROMEYN
MICHAEL S GILDENHORN
STACY CONSTANCE MURCHISON
DEBRITU LALY KASSA
MARC KAYE WISHKOFF
SPENCER CHRISTIAN SMITH
MICHAEL JOSEPH STAFFORD
ARTHUR ALAN ADLER
DEBORAH GROOMES GANDY
JAMES MINH NGUYEN
BLAKE KEELEY DOYLE
Ramona K Mockoviak
JUSTIN SCOTT LIBERTI
FREDERICK MATSON HOPKINS
RANDY ALAN RYAN
CHRISTOPHER MATTHEW YOUNG
CARLTON WILLIAM DAVIS
TAPFUMA FILEX CHIBAYA
CAROLINE TERRELL Szivos
Michael Quinton Clemm
Du Na Hur
Jenny Yun Sook Kim
AMY PRISCILLA RASKIN
CHRISTINE M. WALLACE
WENDY MARIE MOYERS
JUDY KAY MCCOY
JACKIE S FONTANA
JONATHAN KOBETS
ALOK BHATT
JASTINDER SINGH SOHI
ROBERT WILKINSON EUBANK
Andrew Morgan
JEFFREY CRAWFORD DILLMAN
CRAIG ANDREW PERNICK
PAULA ANNE LANDAU
John Robert Dempsey
FRANCIS PAUL NIGRO
LAWRENCE PHILLIP BRAITHWAITE
Ashtyn Lauren Shrader
ROBERT J GRONDA
Matthew Brodie Ruland
Sean Finnegan
SHERRI ANN BROWN REID
SHAWN MICHAEL HENDON
JAMES DAVID BAILEY
Brian Roland Zaczynski
LETITIA BRECKENRIDGE Scalise

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