Top Financial Advisors in Chevy Chase, Maryland
Finding the right financial advisor in Chevy Chase is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Chevy Chase, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Chevy Chase, MD.
Find the Best Financial Advisor Firms in Chevy Chase:
TRITONPOINT WEALTH, LLC
CRD#: 328398
Address: 5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815
Clients: 195
Average Clients per Advisor: 21
AUM: $ 1.5B
BURKHOLDER & ASSOCIATES, LLC
CRD#: 313338
Address: 2 Wisconsin Circle Suite 700, Chevy Chase, MD 20815
Clients: 25
Average Clients per Advisor: 12
AUM: $ 229M
PLOTKIN FINANCIAL ADVISORS, LLC
CRD#: 127635
Address: 8401 Connecticut Avenue Suite 401, Chevy Chase, MD 20815-5833
Clients: 260
Average Clients per Advisor: 86
AUM: $ 222M
THINAGEE INVESTMENTS INC.
CRD#: 165054
Address: 2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815
Clients: 12
Average Clients per Advisor: 12
AUM: $ 210M
INTERVEST LTD
CRD#: 104614
Address: 2 Wisconsin Circle Suite 910, Chevy Chase, MD 20815-7040
Clients: 84
Average Clients per Advisor: 42
AUM: $ 209M
WELLINGTON CAPITAL MANAGEMENT, INC
CRD#: 130131
Address: Chevy Chase, MD
Clients: 20
Average Clients per Advisor: 20
AUM: $ 132M
How We Chose the Top Financial Advisors in Chevy Chase, Maryland
To create this list of top financial advisor firms in Chevy Chase, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Chevy Chase has to offer.
Search Financial Advisors in Chevy Chase, Maryland
Soo M Kim
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Catherine Eleanor Mulcahy
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Ingrid Portia John
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Brian Scott Mckinney
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Robert Kwiatkowski
Registered Affiliation(s):FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Denis Poljak
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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