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Best financial advisors in Chevy Chase Village, MD

Registered advisers within 25 miles of Chevy Chase Village, MD.

Offices
1,938
Firms
790
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,010,359 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
BLU VENTURE MANAGEMENT, LLC
OSAIC WEALTH, INC.
HARBOUR CAPITAL ADVISORS, LLC
PFS INVESTMENTS INC.
GLASS JACOBSON WEALTH ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
FLORIDA FINANCIAL ADVISORS, LLC
ACANSA INVESTMENT MANAGEMENT GROUP, LLC
CORETEGIC CAPITAL, LLC

Investors

SUSAN MARIE STADSKLEV
MICHAEL PATRICK BURNS
CHARLES KEVIN JONES
Eric Joseph Mueller
ROBERT LIVINGSTON MEAD
MATTHEW T. DURAN
ANDRES TRUJILLO
Adam William Paffenroth
Travis L Scott
PETER MICHAEL COSENTINO
SAMUEL ADAM BAIR
MARCEL HAUI SANTOS
MATTHEW QUINN
NAJ ALTAF
JASON WRIGHT
CHRISTOPHER DAVID ROCKEY
CINDY ELIZABETH ALEXANDER
DANIEL PETER LASH
MARY ELIZABETH WILLIAMS
SEAN BEZNICKI
Andrew Fincher
JOHN SHAFFER
CHRISTOPHER RICHARD MELLONE
CONSTANTINE MICHAEL TSANTES
SARAH BETH AVILA
BRUCE DAVID VAUGHN
ROSE MARIE-DELLA PRICE
LINDA POPIK ERICKSON
NICHOLAS MCGEORGE BUNDY
ELIZABETH SIMS DUFF
Michael Ryan Elliott
THOMAS SARGENT KIM
ANNETTE JACKSON-JOLLY
MICHAEL KEVIN CREAMER
Christine Mai Koy
NGHIEM TRUNG NGUYEN
MICHAEL IAN TIEVY
ANDREW JOHN MCCULLY
Bilal Qaiser
MATTHEW LEE HUMPHREY
THOMAS JAMES MUDLAFF
Nico Vasiliadis
Patrick Ryan Smedley
John Piaszynski
Robert Scherer
Hayden Kent Cutler
Lena Amani Syed
Jaden Green
Catherine Ngoc My Nguyen
David Wills Boggess
Nicholas Schau
John Andrew Scriffiny
Matthew Belden Brown
Jessica Tsui
Elena Christine Charalambous
Liam Herlihy
Kim Ngan Thi Vo
Ennis Al-Omari
Steven Marsh
Savanna Halle
Denis Keagan O'Hara
John Van Kirk
Brandon Alaric Jackson
Shadan Dalshad Khalid
Enzo Coyote Scarnecchia
Ana Cecilia Tellez
Evan Lien
John Waite Mattison
Alexander David Shen
Mark Leonard Chorosinski
Sufian Husni Safsaf
Samuel Alan Springer
Derek Bryce Smegal
Luis Alvin Vargas
Edward Ayitey-Smith
Hayden Patrick Lancaster
Kathryn Marie Rose
Mariana Alejandra Zegarra
Robert Lawson McLenigan
Qais Madhat Youssef
Pierre Mario Gomez
Aidan Flint
Nicholas Reed Fullerton
Colten Reis Brown
Jiachen Wang
Jaelyn Elizabeth Parker
Alexander Kia Howe
Aidan Fitzgerald Mahoney
Zakaria Hakim Hanbali
James A Bell
Jerry Dylan Golub
Nathanael Fessha
Shawn Hsu
Joshua Robert Korzen
Lawrence Frederick Molinaro
Ari Adel Baqaie
Christian Willimon Cosper
Fatima Abotalib Abdalla
Chia Jui Chan
Wanyi Su
Drew Clemens Parr
Craig Michael Rasmusson
Biolin Zyka
Luis F Zozaya
Daniel Ramos
Mahak M Lakhani
David Saad Awakim
Lucas Pacheco Carvalho
Amanda Nadyne Senk
LIAM LEO KEEFE
Vicky Chin Lin
Anika Kher
FAISAL SYED-HAQ
KEITH PATRICK BROCKMAN
DARYL SEAN BROCKMAN
ANTON R HAMMOCK
HARRIS LAWRENCE ADAMS
BRIAN JOSEPH KURRUS
CARL H GRUND
KEVIN GUY HUTTO
STEVEN D. SANDLER
ANTHONY THOMAS REYNOLDS

Within 25 miles of Chevy Chase Village, MD, Best Investors lists 790 registered investment advisory firms with 1,938 offices nearby, managing about $21.4T in combined regulatory AUM across 4,010,359 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 Village

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